Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$459K Hold
2025
Q2
$450K Hold
2025
Q1
$435K Sell
2024
Q4
$389K Sell
2024
Q3
$423K Hold
2024
Q2
$316K Sell
2024
Q1
$328K Hold
2023
Q4
$338K Hold
2023
Q3
$290K Sell
2023
Q2
$314K Sell
2023
Q1
$349K Sell
2022
Q4
$404K Hold
2022
Q3
$372K Sell
2022
Q2
$456K Sell
2022
Q1
$3.06M Sell
2021
Q4
$3.69M Sell
2021
Q3
$3.66M Buy
2021
Q2
$4.01M Buy
2021
Q1
$3.81M Buy
2020
Q4
$3.14M Buy