Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$331K Sell
2025
Q2
$330K Hold
2025
Q1
$251K Sell
2024
Q4
$406K Sell
2024
Q3
$491K Sell
2024
Q2
$572K Sell
2024
Q1
$643K Sell
2023
Q4
$559K Sell
2023
Q3
$498K Sell
2023
Q2
$515K Hold
2023
Q1
$439K Sell
2022
Q4
$407K Buy
2022
Q3
$283K Hold
2022
Q2
$267K Sell
2022
Q1
$322K Hold
2021
Q4
$367K Hold
2021
Q3
$317K Sell
2021
Q2
$415K Buy
2021
Q1
$378K Sell
2020
Q4
$396K Hold
2020
Q3
$336K Buy