Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$255K Sell
2025
Q2
$258K Sell
2025
Q1
$291K Buy
2024
Q4
$261K Hold
2024
Q3
$252K Sell
2024
Q2
$250K Hold
2024
Q1
$284K Buy
2023
Q4
$243K Buy
2023
Q3
$249K Sell
2023
Q2
$302K Buy
2023
Q1
$265K Buy
2022
Q4
$243K Sell
2022
Q3
$217K Hold
2022
Q2
$219K Sell
2022
Q1
$268K Sell
2021
Q4
$253K Sell
2021
Q3
$245K Buy
2021
Q2
$203K Buy