Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$602K Sell
2025
Q2
$520K Hold
2025
Q1
$466K Sell
2024
Q4
$373K Sell
2024
Q3
$434K Sell
2024
Q2
$414K Sell
2024
Q1
$406K Hold
2023
Q4
$370K Sell
2023
Q3
$326K Sell
2023
Q2
$340K Sell
2023
Q1
$303K Sell
2022
Q4
$315K Buy
2022
Q3
$216K Sell
2022
Q2
$265K Buy
2022
Q1
$271K Buy
2021
Q4
$304K Sell
2021
Q3
$319K Hold
2021
Q2
$291K Sell
2021
Q1
$274K Sell
2020
Q4
$212K Sell
2020
Q3
$160K Buy