Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Sell
2025
Q2
$369K Hold
2025
Q1
$393K Hold
2024
Q4
$355K Hold
2024
Q3
$418K Buy
2024
Q2
$364K Sell
2024
Q1
$345K Hold
2023
Q4
$324K Sell
2023
Q3
$323K Hold
2023
Q2
$345K Hold
2023
Q1
$295K Sell
2022
Q4
$297K Sell
2022
Q3
$258K Sell
2022
Q2
$309K Sell
2022
Q1
$363K Sell
2021
Q4
$415K Buy
2021
Q3
$372K Buy
2021
Q2
$319K Hold
2021
Q1
$320K Buy
2019
Q3
Sell
2019
Q2
$1K Buy