Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$320K Sell
2025
Q2
$337K Sell
2025
Q1
$399K Sell
2024
Q4
$391K Hold
2024
Q3
$414K Buy
2024
Q2
$279K Sell
2024
Q1
$289K Hold
2023
Q4
$298K Hold
2023
Q3
$255K Hold
2023
Q2
$273K Hold
2023
Q1
$287K Hold
2022
Q4
$327K Hold
2022
Q3
$302K Sell
2022
Q2
$375K Sell
2022
Q1
$439K Sell
2021
Q4
$556K Hold
2021
Q3
$549K Hold
2021
Q2
$621K Hold
2021
Q1
$603K Buy
2020
Q4
$263K Buy