Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Hold
2025
Q2
$249K Hold
2025
Q1
$203K Buy
2024
Q4
$222K Hold
2024
Q3
$144K Hold
2024
Q2
$109K Sell
2024
Q1
$141K Sell
2023
Q4
$360K Hold
2023
Q3
$363K Hold
2023
Q2
$380K Buy
2023
Q1
$179K Buy
2022
Q4
$102K Buy
2022
Q3
$119K Hold
2022
Q2
$101K Hold
2022
Q1
$162K Hold
2021
Q4
$159K Hold
2021
Q3
$116K Hold
2021
Q2
$102K Hold
2021
Q1
$100K Hold
2020
Q4
$106K Hold
2020
Q3
$64K Buy