Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$424K Hold
2025
Q2
$329K Hold
2025
Q1
$272K Hold
2024
Q4
$303K Sell
2024
Q3
$256K Hold
2024
Q2
$211K Buy
2024
Q1
$205K Hold
2023
Q4
$206K Buy
2022
Q2
Sell
2022
Q1
$241K Sell
2021
Q4
$623K Hold
2021
Q3
$613K Sell
2021
Q2
$668K Sell
2021
Q1
$578K Buy
2020
Q4
$555K Buy
2020
Q3
$476K Buy
2020
Q2
$351K Buy