Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$355K Hold
2025
Q2
$361K Hold
2025
Q1
$352K Hold
2024
Q4
$300K Sell
2024
Q3
$306K Hold
2024
Q2
$279K Hold
2024
Q1
$305K Hold
2023
Q4
$296K Sell
2023
Q3
$262K Buy
2023
Q2
$293K Hold
2023
Q1
$272K Buy
2022
Q4
$273K Sell
2022
Q3
$337K Hold
2022
Q2
$379K Hold
2022
Q1
$413K Buy
2021
Q4
$350K Hold
2021
Q3
$294K Hold
2021
Q2
$288K Buy
2021
Q1
$274K Buy
2020
Q4
$223K Hold
2020
Q3
$221K Buy