Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$380K Sell
2025
Q2
$388K Hold
2025
Q1
$433K Sell
2024
Q4
$394K Sell
2024
Q3
$504K Sell
2024
Q2
$499K Sell
2024
Q1
$477K Sell
2023
Q4
$529K Sell
2023
Q3
$615K Sell
2023
Q2
$528K Sell
2023
Q1
$589K Sell
2022
Q4
$648K Sell
2022
Q3
$567K Sell
2022
Q2
$623K Sell
2022
Q1
$651K Sell
2021
Q4
$606K Sell
2021
Q3
$1.68M Hold
2021
Q2
$1.68M Buy