Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$339K Hold
2025
Q2
$333K Hold
2025
Q1
$321K Sell
2024
Q4
$295K Hold
2024
Q3
$312K Hold
2024
Q2
$234K Sell
2024
Q1
$242K Hold
2023
Q4
$250K Hold
2023
Q3
$214K Hold
2023
Q2
$229K Hold
2023
Q1
$240K Hold
2022
Q4
$274K Hold
2022
Q3
$253K Buy
2022
Q2
Sell
2022
Q1
$336K Hold
2021
Q4
$401K Hold
2021
Q3
$396K Hold
2021
Q2
$449K Buy
2021
Q1
$425K Buy
2020
Q4
$368K Buy