Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$414K Sell
2025
Q2
$437K Sell
2025
Q1
$458K Hold
2024
Q4
$403K Sell
2024
Q3
$478K Buy
2024
Q1
Sell
2023
Q4
$235K Sell
2023
Q3
$233K Sell
2023
Q2
$265K Sell
2023
Q1
$300K Sell
2022
Q4
$358K Sell
2022
Q3
$383K Buy
2022
Q2
$416K Hold
2022
Q1
$478K Sell
2021
Q4
$592K Buy
2021
Q3
$584K Sell
2021
Q2
$759K Buy
2021
Q1
$736K Buy
2020
Q4
$667K Buy