Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Hold
2025
Q2
$272K Buy
2025
Q1
$239K Sell
2024
Q4
$346K Hold
2024
Q3
$364K Sell
2024
Q2
$328K Sell
2024
Q1
$378K Buy
2023
Q4
$362K Hold
2023
Q3
$332K Sell
2023
Q2
$375K Hold
2023
Q1
$343K Hold
2022
Q4
$307K Hold
2022
Q3
$268K Buy
2022
Q2
$268K Sell
2022
Q1
$271K Hold
2021
Q4
$301K Buy