Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$611K Sell
2025
Q2
$595K Hold
2025
Q1
$534K Hold
2024
Q4
$550K Sell
2024
Q3
$498K Hold
2024
Q2
$418K Buy
2024
Q1
$362K Buy
2023
Q4
$315K Hold
2023
Q3
$319K Hold
2023
Q2
$314K Hold
2023
Q1
$294K Hold
2022
Q4
$283K Buy
2022
Q3
$255K Hold
2022
Q2
$239K Sell
2022
Q1
$296K Buy
2021
Q4
$234K Hold
2021
Q3
$226K Buy
2021
Q2
$228K Sell
2021
Q1
$220K Buy
2020
Q4
$224K Hold
2020
Q3
$218K Buy