Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$177K Sell
2025
Q2
$226K Buy
2025
Q1
$193K Buy
2024
Q4
$178K Buy
2024
Q3
$139K Sell
2024
Q2
$127K Buy
2024
Q1
$131K Buy
2023
Q4
$132K Buy
2023
Q3
$140K Hold
2023
Q2
$134K Buy
2023
Q1
$135K Buy
2022
Q4
$123K Sell
2022
Q3
$108K Buy
2022
Q2
$115K Sell
2022
Q1
$159K Sell
2021
Q4
$182K Buy