Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$527K Hold
2025
Q2
$447K Hold
2025
Q1
$402K Sell
2024
Q4
$507K Sell
2024
Q3
$502K Sell
2024
Q2
$507K Sell
2024
Q1
$534K Sell
2023
Q4
$517K Sell
2023
Q3
$421K Sell
2023
Q2
$427K Buy
2023
Q1
$385K Sell
2022
Q4
$368K Buy
2022
Q3
$192K Hold
2022
Q2
$196K Sell
2022
Q1
$199K Sell
2021
Q4
$228K Sell
2021
Q3
$227K Sell
2021
Q2
$268K Buy
2021
Q1
$253K Sell
2020
Q4
$221K Buy
2020
Q3
$149K Buy