Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Buy
2025
Q2
$214K Buy
2024
Q2
Sell
2024
Q1
$275K Sell
2023
Q4
$506K Sell
2023
Q3
$611K Hold
2023
Q2
$588K Buy
2023
Q1
$584K Sell
2022
Q4
$537K Sell
2022
Q3
$471K Sell
2022
Q2
$512K Buy
2022
Q1
$669K Hold
2021
Q4
$761K Sell
2021
Q3
$776K Hold
2021
Q2
$756K Buy
2021
Q1
$737K Hold
2020
Q4
$638K Buy