Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Sell
2025
Q2
$334K Hold
2025
Q1
$299K Buy
2024
Q4
$220K Sell
2024
Q3
$260K Sell
2024
Q2
$298K Sell
2024
Q1
$343K Sell
2023
Q4
$346K Sell
2023
Q3
$303K Buy
2023
Q2
$305K Buy
2023
Q1
$268K Buy
2022
Q4
$228K Buy
2022
Q3
$151K Sell
2022
Q2
$242K Buy
2022
Q1
$289K Hold
2021
Q4
$289K Buy
2021
Q3
$193K Buy