Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$438K Sell
2025
Q2
$457K Hold
2025
Q1
$476K Sell
2024
Q4
$454K Buy
2024
Q3
$455K Sell
2024
Q2
$408K Hold
2024
Q1
$415K Hold
2023
Q4
$362K Hold
2023
Q3
$333K Hold
2023
Q2
$308K Hold
2023
Q1
$311K Hold
2022
Q4
$353K Hold
2022
Q3
$291K Sell
2022
Q2
$334K Hold
2022
Q1
$364K Hold
2021
Q4
$329K Sell
2021
Q3
$477K Hold
2021
Q2
$477K Buy