Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$351K Hold
2025
Q1
$316K Hold
2024
Q4
$337K Hold
2024
Q3
$318K Hold
2024
Q2
$321K Hold
2024
Q1
$321K Hold
2023
Q4
$362K Hold
2023
Q3
$297K Hold
2023
Q2
$330K Hold
2023
Q1
$332K Hold
2022
Q4
$241K Hold
2022
Q3
$221K Buy
2021
Q2
Sell
2021
Q1
$531K Buy
2020
Q4
$544K Hold
2020
Q3
$489K Sell
2020
Q2
$512K Buy
2020
Q1
$389K Sell
2019
Q4
$514K Hold
2019
Q3
$442K Buy