Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$653K Sell
2025
Q2
$704K Buy
2025
Q1
$684K Buy
2024
Q4
$567K Buy
2024
Q3
$631K Buy
2024
Q2
$471K Buy
2024
Q1
$372K Buy
2023
Q4
$337K Buy
2023
Q3
$254K Sell
2023
Q2
$252K Sell
2023
Q1
$249K Buy
2020
Q4
Sell
2020
Q3
$6K Buy
2020
Q2
Sell
2020
Q1
$4.82K Hold
2019
Q4
$5.32K Sell
2019
Q3
$8.09K Buy
2019
Q2
Sell
2019
Q1
$4.68K Buy