Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$189K Sell
2025
Q2
$205K Buy
2025
Q1
$171K Buy
2024
Q4
$141K Hold
2024
Q3
$137K Hold
2024
Q2
$151K Hold
2024
Q1
$145K Sell
2023
Q4
$216K Sell
2023
Q3
$265K Hold
2023
Q2
$248K Sell
2023
Q1
$272K Sell
2022
Q4
$335K Buy
2022
Q3
$239K Buy
2022
Q2
$209K Buy
2022
Q1
$105K Hold
2021
Q4
$117K Hold
2021
Q3
$99K Buy
2021
Q2
$135K Hold
2021
Q1
$128K Buy
2020
Q4
$100K Buy