Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$224K Buy
2025
Q2
$136K Hold
2025
Q1
$135K Hold
2024
Q4
$121K Sell
2024
Q3
$159K Hold
2024
Q2
$147K Hold
2024
Q1
$155K Hold
2023
Q4
$137K Sell
2023
Q3
$175K Hold
2023
Q2
$179K Hold
2023
Q1
$167K Hold
2022
Q4
$153K Hold
2022
Q3
$126K Hold
2022
Q2
$135K Sell
2022
Q1
$151K Hold
2021
Q4
$163K Hold
2021
Q3
$139K Hold
2021
Q2
$137K Sell
2021
Q1
$133K Hold
2020
Q4
$120K Buy