Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$350K Sell
2025
Q2
$318K Buy
2025
Q1
$300K Buy
2024
Q4
$352K Hold
2024
Q3
$387K Buy
2024
Q2
$361K Buy
2024
Q1
$282K Sell
2023
Q4
$295K Buy
2023
Q3
Sell
2023
Q2
$232K Sell
2023
Q1
$239K Sell
2022
Q4
$222K Sell
2022
Q3
$248K Sell
2022
Q2
$356K Sell
2022
Q1
$429K Sell
2021
Q4
$462K Sell
2021
Q3
$361K Sell
2021
Q2
$404K Sell
2021
Q1
$441K Sell
2020
Q4
$359K Buy