Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$330K Sell
2025
Q2
$340K Hold
2025
Q1
$331K Sell
2024
Q4
$284K Hold
2024
Q3
$287K Sell
2024
Q2
$267K Sell
2024
Q1
$530K Buy
2023
Q4
$448K Sell
2023
Q3
$405K Sell
2023
Q2
$487K Sell
2023
Q1
$486K Hold
2022
Q4
$527K Sell
2022
Q3
$465K Hold
2022
Q2
$522K Buy
2022
Q1
$548K Hold
2021
Q4
$652K Sell
2021
Q3
$547K Buy
2021
Q2
$535K Sell
2021
Q1
$622K Buy
2020
Q4
$565K Buy