Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$409K Hold
2025
Q2
$338K Hold
2025
Q1
$280K Hold
2024
Q4
$292K Sell
2024
Q3
$357K Buy
2024
Q2
$265K Hold
2024
Q1
$251K Sell
2023
Q4
$220K Buy
2023
Q3
Sell
2023
Q2
$202K Buy
2022
Q1
Sell
2021
Q4
$217K Buy
2021
Q2
Sell
2021
Q1
$606K Buy
2020
Q4
$427K Hold
2020
Q3
$323K Hold
2020
Q2
$322K Hold
2020
Q1
$229K Hold
2019
Q4
$259K Hold
2019
Q3
$217K Buy