Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$291K Buy
2025
Q2
$149K Buy
2025
Q1
$113K Buy
2024
Q4
$127K Sell
2024
Q3
$110K Buy
2024
Q2
$187K Hold
2024
Q1
$228K Hold
2023
Q4
$204K Buy
2023
Q3
$152K Sell
2023
Q2
$210K Hold
2023
Q1
$190K Buy
2022
Q4
$182K Sell
2022
Q3
$138K Hold
2022
Q2
$128K Buy
2022
Q1
$219K Buy
2021
Q4
$225K Sell
2021
Q3
$232K Sell
2021
Q2
$184K Buy
2021
Q1
$144K Sell
2020
Q4
$259K Buy