Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$260K Hold
2025
Q2
$202K Sell
2025
Q1
$174K Buy
2024
Q4
$196K Sell
2024
Q3
$233K Sell
2024
Q2
$216K Sell
2024
Q1
$197K Hold
2023
Q4
$165K Sell
2023
Q3
$179K Sell
2023
Q2
$203K Hold
2023
Q1
$158K Hold
2022
Q4
$139K Hold
2022
Q3
$104K Sell
2022
Q2
$132K Buy
2022
Q1
$152K Buy
2021
Q4
$139K Buy
2021
Q3
$102K Sell
2021
Q2
$106K Hold
2021
Q1
$96K Hold
2020
Q4
$88K Buy