Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Buy
2025
Q2
$347K Buy
2025
Q1
$275K Buy
2024
Q4
$319K Sell
2024
Q3
$393K Sell
2024
Q2
$349K Buy
2024
Q1
$384K Sell
2023
Q4
$391K Hold
2023
Q3
$391K Sell
2023
Q2
$457K Sell
2023
Q1
$583K Buy
2022
Q4
$497K Buy
2022
Q3
$315K Buy
2022
Q2
$378K Buy
2022
Q1
$471K Buy
2021
Q4
$579K Buy
2021
Q3
$503K Hold
2021
Q2
$535K Buy
2021
Q1
$439K Hold
2020
Q4
$470K Buy