Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Sell
2025
Q2
$230K Sell
2025
Q1
$214K Sell
2024
Q4
$246K Sell
2024
Q3
$246K Sell
2024
Q2
$228K Buy
2024
Q1
$211K Sell
2023
Q4
$222K Buy
2023
Q3
$235K Buy
2023
Q2
$207K Sell
2023
Q1
$214K Sell
2022
Q4
$203K Buy
2021
Q3
$229K Buy
2021
Q2
$222K Buy
2020
Q4
Sell
2020
Q3
$245K Hold
2020
Q2
$245K Sell
2020
Q1
$225K Sell
2019
Q4
$450K Buy