Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$478K Buy
2025
Q2
$469K Sell
2025
Q1
$547K Hold
2024
Q4
$440K Sell
2024
Q3
$471K Buy
2024
Q2
$261K Buy
2024
Q1
$215K Buy
2023
Q4
$205K Hold
2023
Q3
$183K Sell
2023
Q2
$195K Sell
2023
Q1
$323K Buy
2022
Q4
$290K Sell
2022
Q3
$244K Buy
2022
Q2
$276K Sell
2022
Q1
$255K Buy
2021
Q4
$283K Sell
2021
Q3
$313K Hold
2021
Q2
$334K Buy
2021
Q1
$340K Sell
2020
Q4
$337K Buy