Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$463K Buy
2025
Q2
$517K Sell
2025
Q1
$795K Hold
2024
Q4
$729K Sell
2024
Q3
$1.06M Buy
2024
Q2
$597K Hold
2024
Q1
$563K Hold
2023
Q4
$458K Hold
2023
Q3
$383K Buy
2023
Q2
$347K Hold
2023
Q1
$321K Hold
2022
Q4
$261K Buy
2022
Q1
Sell
2021
Q4
$238K Hold
2021
Q3
$230K Hold
2021
Q2
$239K Hold
2021
Q1
$209K Hold
2020
Q4
$222K Buy