Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$172K Hold
2025
Q2
$177K Hold
2025
Q1
$184K Sell
2024
Q4
$175K Sell
2024
Q3
$169K Sell
2024
Q2
$164K Sell
2024
Q1
$162K Sell
2023
Q4
$143K Hold
2023
Q3
$139K Hold
2023
Q2
$133K Hold
2023
Q1
$134K Hold
2022
Q4
$128K Sell
2022
Q3
$130K Hold
2022
Q2
$126K Hold
2022
Q1
$144K Sell
2021
Q4
$129K Sell
2021
Q3
$161K Sell
2021
Q2
$186K Sell
2021
Q1
$186K Hold
2020
Q4
$174K Buy