Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$122K Hold
2025
Q2
$110K Sell
2025
Q1
$102K Sell
2024
Q4
$114K Hold
2024
Q3
$121K Sell
2024
Q2
$179K Hold
2024
Q1
$190K Hold
2023
Q4
$174K Buy
2023
Q3
$171K Buy
2023
Q2
$209K Sell
2023
Q1
$177K Hold
2022
Q4
$163K Buy
2022
Q3
$149K Hold
2022
Q2
$148K Hold
2022
Q1
$225K Buy
2021
Q4
$271K Hold
2021
Q3
$185K Sell
2021
Q2
$198K Sell
2021
Q1
$171K Sell
2020
Q4
$129K Buy