Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$394K Sell
2025
Q2
$538K Buy
2025
Q1
$356K Sell
2024
Q4
$329K Hold
2024
Q3
$365K Sell
2024
Q2
$352K Sell
2024
Q1
$530K Sell
2023
Q4
$478K Buy
2023
Q3
$311K Hold
2023
Q2
$281K Sell
2023
Q1
$400K Hold
2022
Q4
$405K Buy
2020
Q3
$220K Buy
2020
Q2
$232K Hold
2020
Q1
$180K Sell
2019
Q4
$576K Buy