Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$368K Sell
2025
Q2
$414K Sell
2025
Q1
$474K Sell
2024
Q4
$472K Sell
2024
Q3
$576K Hold
2024
Q2
$511K Buy
2024
Q1
$465K Hold
2023
Q4
$543K Hold
2023
Q3
$475K Hold
2023
Q2
$525K Sell
2023
Q1
$458K Hold
2022
Q4
$403K Sell
2022
Q3
$445K Buy
2022
Q2
$509K Hold
2022
Q1
$559K Sell
2021
Q4
$739K Buy
2021
Q3
$581K Sell
2021
Q2
$574K Buy
2021
Q1
$468K Buy
2020
Q4
$402K Buy