Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$372K Sell
2025
Q2
$408K Buy
2025
Q1
$391K Hold
2024
Q4
$417K Sell
2024
Q3
$446K Buy
2024
Q2
$405K Hold
2024
Q1
$398K Sell
2023
Q4
$353K Sell
2023
Q3
$325K Sell
2023
Q2
$346K Hold
2023
Q1
$356K Buy
2022
Q4
$308K Hold
2022
Q3
$265K Hold
2022
Q2
$276K Buy
2022
Q1
$338K Buy
2021
Q4
$373K Buy