Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$84K Sell
2025
Q2
$113K Hold
2025
Q1
$123K Hold
2024
Q4
$138K Hold
2024
Q3
$174K Hold
2024
Q2
$209K Hold
2024
Q1
$194K Hold
2023
Q4
$233K Hold
2023
Q3
$231K Hold
2023
Q2
$256K Hold
2023
Q1
$250K Hold
2022
Q4
$249K Sell
2022
Q3
$374K Hold
2022
Q2
$286K Hold
2022
Q1
$295K Hold
2021
Q4
$336K Hold
2021
Q3
$396K Hold
2021
Q2
$485K Buy