Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$255K Sell
2025
Q2
$268K Buy
2025
Q1
$264K Buy
2024
Q4
$238K Sell
2024
Q3
$214K Sell
2024
Q2
$220K Sell
2024
Q1
$239K Buy
2023
Q4
$223K Buy
2023
Q3
Sell
2023
Q2
$220K Sell
2023
Q1
$215K Sell
2022
Q4
$204K Buy
2021
Q3
$225K Sell
2021
Q2
$278K Buy
2020
Q4
$254K Buy
2020
Q3
$220K Hold
2020
Q2
$220K Sell
2020
Q1
$199K Sell
2019
Q4
$358K Buy