Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$463K Sell
2025
Q2
$365K Hold
2025
Q1
$298K Sell
2024
Q4
$472K Sell
2024
Q3
$307K Sell
2024
Q2
$241K Buy
2024
Q1
$208K Buy
2023
Q4
$289K Sell
2023
Q3
$301K Buy
2023
Q2
$309K Buy
2023
Q1
$239K Buy
2022
Q4
Sell
2022
Q3
$306K Hold
2022
Q2
$262K Hold
2022
Q1
$414K Hold
2021
Q4
$406K Sell
2021
Q3
$345K Hold
2021
Q2
$302K Hold
2021
Q1
$297K Sell
2020
Q4
$361K Buy