Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$329K Hold
2025
Q2
$311K Hold
2025
Q1
$352K Hold
2024
Q4
$390K Hold
2024
Q3
$446K Sell
2024
Q2
$501K Hold
2024
Q1
$534K Hold
2023
Q4
$441K Hold
2023
Q3
$416K Hold
2023
Q2
$467K Hold
2023
Q1
$430K Hold
2022
Q4
$449K Sell
2022
Q3
$354K Buy
2022
Q2
Sell
2022
Q1
$253K Sell
2021
Q4
$273K Buy
2020
Q1
Sell
2019
Q4
$228K Hold
2019
Q3
$211K Hold
2019
Q2
$203K Hold
2019
Q1
$208K Buy