Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$614K Buy
2025
Q2
$548K Buy
2025
Q1
$378K Buy
2024
Q4
$514K Hold
2024
Q3
$414K Buy
2024
Q2
$451K Buy
2024
Q1
Sell
2023
Q4
$248K Buy
2022
Q4
Sell
2022
Q3
$174K Hold
2022
Q2
$187K Hold
2022
Q1
$298K Sell
2021
Q4
$351K Sell
2021
Q3
$287K Sell
2021
Q2
$218K Buy
2021
Q1
$168K Sell
2020
Q4
$208K Hold
2020
Q3
$216K Sell
2020
Q2
$189K Sell
2020
Q1
$81K Buy