Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$274K Hold
2025
Q2
$274K Sell
2025
Q1
$295K Sell
2024
Q4
$420K Buy
2024
Q3
$498K Buy
2024
Q2
$507K Hold
2024
Q1
$541K Sell
2023
Q4
$521K Hold
2023
Q3
$424K Sell
2023
Q2
$478K Hold
2023
Q1
$441K Hold
2022
Q4
$460K Hold
2022
Q3
$357K Hold
2022
Q2
$378K Sell
2022
Q1
$344K Sell
2021
Q4
$327K Hold
2021
Q3
$320K Sell
2021
Q2
$332K Sell
2021
Q1
$330K Buy