Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Hold
2025
Q2
$347K Hold
2025
Q1
$345K Hold
2024
Q4
$290K Hold
2024
Q3
$364K Hold
2024
Q2
$347K Sell
2024
Q1
$403K Sell
2023
Q4
$337K Hold
2023
Q3
$322K Hold
2023
Q2
$316K Hold
2023
Q1
$287K Hold
2022
Q4
$373K Sell
2022
Q3
$439K Buy
2022
Q2
$413K Hold
2022
Q1
$375K Hold
2021
Q4
$359K Sell
2021
Q3
$606K Hold
2021
Q2
$718K Hold
2021
Q1
$732K Hold
2020
Q4
$630K Hold
2020
Q3
$513K Buy