Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$257K Sell
2025
Q2
$308K Hold
2025
Q1
$325K Buy
2024
Q4
$248K Sell
2024
Q3
$535K Buy
2024
Q2
$263K Sell
2024
Q1
$463K Hold
2023
Q4
$540K Buy
2023
Q3
$469K Sell
2023
Q2
$473K Buy
2023
Q1
$264K Sell
2022
Q4
$257K Sell
2022
Q3
$283K Buy
2022
Q2
Sell
2022
Q1
$236K Hold
2021
Q4
$306K Sell
2021
Q3
$248K Hold
2021
Q2
$239K Sell
2021
Q1
$202K Buy
2020
Q4
$210K Sell
2020
Q3
$246K Buy