Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Sell
2025
Q2
$296K Buy
2025
Q1
$264K Buy
2024
Q4
$216K Sell
2024
Q3
$274K Sell
2024
Q2
$263K Sell
2024
Q1
$440K Sell
2023
Q4
$364K Sell
2023
Q3
$424K Buy
2023
Q2
$342K Hold
2023
Q1
$311K Sell
2022
Q4
$410K Buy
2022
Q3
$250K Buy
2022
Q2
$216K Sell
2022
Q1
$208K Sell
2021
Q4
$202K Buy
2019
Q2
Sell
2019
Q1
$305K Sell
2018
Q4
$408K Buy
2018
Q3
$208K Buy