Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$306K Sell
2025
Q2
$354K Hold
2025
Q1
$399K Hold
2024
Q4
$349K Hold
2024
Q3
$371K Hold
2024
Q2
$427K Hold
2024
Q1
$445K Sell
2023
Q4
$477K Hold
2023
Q3
$522K Hold
2023
Q2
$476K Hold
2023
Q1
$511K Sell
2022
Q4
$488K Buy
2022
Q3
$396K Hold
2022
Q2
$393K Hold
2022
Q1
$408K Hold
2021
Q4
$369K Hold
2021
Q3
$379K Hold
2021
Q2
$367K Sell
2021
Q1
$1.14M Buy
2018
Q1
Sell
2017
Q4
$232K Sell
2017
Q3
$213K Buy