Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$168K Sell
2025
Q2
$168K Buy
2025
Q1
$153K Hold
2024
Q4
$151K Hold
2024
Q3
$161K Hold
2024
Q2
$191K Sell
2024
Q1
$208K Sell
2023
Q4
$194K Hold
2023
Q3
$198K Buy
2023
Q2
$234K Hold
2023
Q1
$195K Buy
2022
Q4
$176K Hold
2022
Q3
$169K Hold
2022
Q2
$168K Hold
2022
Q1
$256K Buy
2021
Q4
$306K Buy