Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$562K Buy
2025
Q2
$411K Hold
2025
Q1
$306K Buy
2024
Q4
$355K Sell
2024
Q3
$429K Sell
2024
Q2
$580K Buy
2024
Q1
$490K Sell
2023
Q4
$364K Hold
2023
Q3
$312K Hold
2023
Q2
$375K Hold
2023
Q1
$352K Sell
2022
Q4
$285K Sell
2022
Q3
$236K Buy
2022
Q2
$224K Hold
2022
Q1
$349K Hold
2021
Q4
$388K Sell
2021
Q3
$599K Buy
2021
Q2
$466K Hold
2021
Q1
$457K Hold
2020
Q4
$331K Buy