Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$152K Buy
2025
Q2
$175K Sell
2025
Q1
$196K Sell
2024
Q4
$171K Sell
2024
Q3
$219K Sell
2024
Q2
$220K Sell
2024
Q1
$277K Buy
2023
Q4
$228K Sell
2023
Q3
$222K Buy
2023
Q2
$217K Sell
2023
Q1
$199K Hold
2022
Q4
$258K Sell
2022
Q3
$218K Sell
2022
Q2
$208K Sell
2022
Q1
$194K Buy
2021
Q4
$187K Buy
2021
Q3
$159K Buy
2021
Q2
$186K Buy
2021
Q1
$162K Sell
2020
Q4
$146K Buy