Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$430K Sell
2025
Q2
$395K Sell
2025
Q1
$463K Buy
2024
Q4
$363K Sell
2024
Q3
$411K Sell
2024
Q2
$410K Sell
2024
Q1
$453K Sell
2023
Q4
$591K Hold
2023
Q3
$591K Buy
2023
Q2
$650K Buy
2023
Q1
$662K Sell
2022
Q4
$617K Buy
2022
Q3
$584K Buy
2022
Q2
$550K Buy
2022
Q1
$504K Sell
2021
Q4
$495K Sell
2021
Q3
$497K Hold
2021
Q2
$512K Hold
2021
Q1
$465K Hold
2020
Q4
$446K Buy