Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$409K Sell
2025
Q2
$414K Buy
2025
Q1
$443K Sell
2024
Q4
$520K Buy
2024
Q3
$498K Sell
2024
Q2
$557K Hold
2024
Q1
$538K Hold
2023
Q4
$470K Sell
2023
Q3
$572K Hold
2023
Q2
$536K Sell
2023
Q1
$531K Sell
2022
Q4
$423K Sell
2022
Q3
$375K Sell
2022
Q2
$591K Sell
2022
Q1
$630K Buy
2021
Q4
$691K Buy
2021
Q3
$420K Buy
2021
Q2
$424K Buy
2021
Q1
$334K Buy
2020
Q4
$211K Hold
2020
Q3
$205K Buy