Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$280K Sell
2025
Q2
$290K Sell
2025
Q1
$316K Hold
2024
Q4
$365K Sell
2024
Q3
$363K Sell
2024
Q2
$410K Hold
2024
Q1
$396K Hold
2023
Q4
$346K Sell
2023
Q3
$377K Sell
2023
Q2
$371K Hold
2023
Q1
$342K Sell
2022
Q4
$267K Sell
2022
Q3
$243K Hold
2022
Q2
$371K Buy
2022
Q1
$263K Hold
2021
Q4
$294K Sell
2021
Q3
$250K Buy
2021
Q1
$422K Buy