Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$339K Sell
2025
Q2
$320K Hold
2025
Q1
$363K Sell
2024
Q4
$405K Sell
2024
Q3
$489K Sell
2024
Q2
$555K Sell
2024
Q1
$682K Buy
2023
Q4
$371K Sell
2023
Q3
$394K Sell
2023
Q2
$443K Sell
2023
Q1
$409K Buy
2022
Q4
$423K Sell
2022
Q3
$419K Sell
2022
Q2
$451K Buy
2022
Q1
$399K Buy
2021
Q4
$350K Hold
2021
Q3
$343K Sell
2021
Q2
$358K Sell
2021
Q1
$355K Buy
2020
Q4
$371K Sell
2020
Q3
$4.16M Buy