Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Hold
2025
Q2
$272K Sell
2025
Q1
$309K Sell
2024
Q4
$366K Sell
2024
Q3
$496K Hold
2024
Q2
$484K Buy
2024
Q1
$340K Hold
2023
Q4
$339K Hold
2023
Q3
$290K Hold
2023
Q2
$346K Hold
2023
Q1
$331K Hold
2022
Q4
$303K Hold
2022
Q3
$281K Hold
2022
Q2
$369K Hold
2022
Q1
$408K Hold
2021
Q4
$423K Hold
2021
Q3
$308K Hold
2021
Q2
$339K Hold
2021
Q1
$357K Hold
2020
Q4
$277K Buy