Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Sell
2025
Q2
$256K Sell
2025
Q1
$229K Buy
2024
Q4
$269K Sell
2024
Q3
$318K Hold
2024
Q2
$271K Buy
2024
Q1
$336K Hold
2023
Q4
$388K Sell
2023
Q3
$370K Sell
2023
Q2
$431K Hold
2023
Q1
$479K Sell
2022
Q4
$492K Buy
2022
Q3
$349K Hold
2022
Q2
$423K Hold
2022
Q1
$553K Hold
2021
Q4
$691K Sell
2021
Q3
$617K Sell
2021
Q2
$689K Sell
2021
Q1
$646K Sell
2020
Q4
$750K Buy