Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$608K Hold
2025
Q2
$660K Sell
2025
Q1
$609K Sell
2024
Q4
$555K Sell
2024
Q3
$626K Buy
2024
Q2
$529K Sell
2024
Q1
$521K Sell
2023
Q4
$465K Sell
2023
Q3
$372K Sell
2023
Q2
$385K Hold
2023
Q1
$359K Hold
2022
Q4
$350K Sell
2022
Q3
$302K Buy
2022
Q2
$289K Buy
2022
Q1
$320K Hold
2021
Q4
$334K Hold
2021
Q3
$286K Hold
2021
Q2
$287K Sell
2021
Q1
$322K Buy
2020
Q4
$320K Buy