Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$153K Hold
2025
Q2
$168K Sell
2025
Q1
$181K Hold
2024
Q4
$210K Hold
2024
Q3
$245K Hold
2024
Q2
$263K Sell
2024
Q1
$305K Hold
2023
Q4
$361K Hold
2023
Q3
$308K Sell
2023
Q2
$304K Hold
2023
Q1
$240K Hold
2022
Q4
$209K Sell
2022
Q3
$172K Hold
2022
Q2
$229K Sell
2022
Q1
$286K Hold
2021
Q4
$358K Hold
2021
Q3
$361K Buy
2021
Q2
$366K Buy
2021
Q1
$282K Sell
2020
Q4
$336K Buy