Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$387K Sell
2025
Q2
$438K Buy
2025
Q1
$346K Sell
2024
Q4
$542K Sell
2024
Q3
$402K Buy
2024
Q2
$288K Sell
2024
Q1
$466K Hold
2023
Q4
$659K Hold
2023
Q3
$664K Sell
2023
Q2
$700K Hold
2023
Q1
$555K Hold
2022
Q4
$330K Buy
2022
Q3
$671K Sell
2022
Q2
$590K Buy
2022
Q1
$883K Buy
2021
Q4
$761K Sell
2021
Q3
$805K Hold
2021
Q2
$705K Buy
2021
Q1
$688K Buy
2020
Q4
$638K Buy
2020
Q3
$323K Buy