Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$242K Sell
2025
Q2
$298K Buy
2025
Q1
$286K Hold
2024
Q4
$319K Hold
2024
Q3
$381K Hold
2024
Q2
$322K Hold
2024
Q1
$432K Hold
2023
Q4
$354K Hold
2023
Q3
$342K Hold
2023
Q2
$331K Hold
2023
Q1
$334K Hold
2022
Q4
$298K Hold
2022
Q3
$231K Hold
2022
Q2
$283K Hold
2022
Q1
$325K Hold
2021
Q4
$255K Sell
2021
Q3
$332K Hold
2021
Q2
$366K Sell
2021
Q1
$415K Sell
2020
Q4
$422K Buy