Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Buy
2025
Q1
Sell
2024
Q4
$263K Sell
2024
Q3
$288K Hold
2024
Q2
$264K Sell
2024
Q1
$311K Sell
2023
Q4
$294K Sell
2023
Q3
$275K Sell
2023
Q2
$324K Sell
2023
Q1
$347K Hold
2022
Q4
$344K Sell
2022
Q3
$348K Hold
2022
Q2
$417K Sell
2022
Q1
$402K Hold
2021
Q4
$387K Hold
2021
Q3
$387K Buy
2021
Q2
$383K Sell
2021
Q1
$419K Hold
2020
Q4
$395K Buy