Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$249K Buy
2025
Q1
$274K Sell
2024
Q4
$226K Hold
2024
Q3
$235K Hold
2024
Q2
$255K Sell
2024
Q1
$443K Sell
2023
Q4
$437K Buy
2023
Q3
$355K Hold
2023
Q2
$313K Hold
2023
Q1
$307K Sell
2022
Q4
$333K Sell
2022
Q3
$296K Sell
2022
Q2
$309K Hold
2022
Q1
$312K Hold
2021
Q4
$216K Sell
2021
Q3
$228K Buy