Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$293K Hold
2024
Q3
$255K Sell
2024
Q2
$663K Buy
2024
Q1
$259K Sell
2023
Q4
$242K Buy
2023
Q3
$213K Sell
2023
Q2
$315K Hold
2023
Q1
$299K Sell
2022
Q4
$278K Buy
2022
Q3
$236K Buy
2022
Q2
$250K Sell
2022
Q1
$347K Hold
2021
Q4
$339K Buy
2021
Q3
$302K Hold
2021
Q2
$317K Hold
2021
Q1
$287K Buy
2020
Q4
$296K Hold
2020
Q3
$270K Buy