Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Sell
2025
Q2
$393K Buy
2025
Q1
$435K Buy
2024
Q4
$362K Hold
2024
Q3
$448K Hold
2024
Q2
$434K Hold
2024
Q1
$395K Hold
2023
Q4
$400K Sell
2023
Q3
$376K Buy
2023
Q2
$309K Hold
2023
Q1
$336K Hold
2022
Q4
$365K Hold
2022
Q3
$313K Hold
2022
Q2
$338K Hold
2022
Q1
$336K Sell
2021
Q4
$314K Buy