Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$292K Buy
2025
Q2
$208K Hold
2025
Q1
$205K Sell
2024
Q4
$212K Buy
2024
Q1
Sell
2023
Q4
$287K Sell
2023
Q3
$258K Buy
2023
Q2
$257K Buy
2022
Q4
Sell
2022
Q3
$146K Sell
2022
Q2
$175K Sell
2022
Q1
$215K Buy
2021
Q4
$112K Buy
2020
Q3
$121K Sell
2020
Q2
$126K Sell
2020
Q1
$143K Hold
2019
Q4
$166K Buy