Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$300K Buy
2025
Q2
$205K Buy
2024
Q4
Sell
2024
Q3
$224K Hold
2024
Q2
$216K Buy
2024
Q1
$223K Buy
2023
Q4
Sell
2023
Q3
$282K Buy
2023
Q2
$250K Buy
2022
Q2
Sell
2022
Q1
$209K Buy
2021
Q4
$233K Sell
2021
Q3
$258K Sell
2021
Q2
$330K Buy
2021
Q1
$319K Buy
2020
Q4
$281K Sell
2020
Q3
$378K Hold
2020
Q2
$322K Hold
2020
Q1
$289K Buy