Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Hold
2025
Q2
$207K Buy
2024
Q4
Sell
2024
Q3
$261K Hold
2024
Q2
$223K Sell
2024
Q1
$284K Hold
2023
Q4
$328K Hold
2023
Q3
$289K Sell
2023
Q2
$335K Hold
2023
Q1
$372K Hold
2022
Q4
$355K Hold
2022
Q3
$253K Sell
2022
Q2
$474K Buy
2022
Q1
Sell
2021
Q4
$237K Hold
2021
Q3
$207K Hold
2021
Q2
$220K Buy
2021
Q1
Sell
2020
Q4
$201K Buy