Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$197K Hold
2025
Q2
$167K Hold
2025
Q1
$174K Sell
2024
Q4
$195K Hold
2024
Q3
$167K Hold
2024
Q2
$154K Hold
2024
Q1
$141K Hold
2023
Q4
$122K Sell
2023
Q3
$131K Hold
2023
Q2
$130K Hold
2023
Q1
$126K Hold
2022
Q4
$115K Buy
2022
Q3
$100K Buy
2022
Q2
$92K Hold
2022
Q1
$111K Hold
2021
Q4
$128K Hold
2021
Q3
$146K Hold
2021
Q2
$136K Hold
2021
Q1
$124K Hold
2020
Q4
$112K Buy