Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$487K Hold
2025
Q2
$473K Sell
2025
Q1
$391K Sell
2024
Q4
$540K Hold
2024
Q3
$464K Sell
2024
Q2
$567K Sell
2024
Q1
$625K Sell
2023
Q4
$845K Sell
2023
Q3
$643K Buy
2023
Q2
$685K Hold
2023
Q1
$689K Sell
2022
Q4
$623K Sell
2022
Q3
$399K Sell
2022
Q2
$466K Hold
2022
Q1
$653K Buy
2021
Q4
$665K Hold
2021
Q3
$739K Sell
2021
Q2
$808K Buy
2021
Q1
$847K Buy
2020
Q4
$665K Buy