Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$490K Buy
2025
Q2
$462K Buy
2025
Q1
$311K Sell
2024
Q4
$354K Sell
2024
Q3
$454K Sell
2024
Q2
$502K Sell
2024
Q1
$541K Hold
2023
Q4
$447K Hold
2023
Q3
$422K Buy
2023
Q2
$469K Buy
2023
Q1
$427K Hold
2022
Q4
$445K Buy
2022
Q3
$327K Hold
2022
Q2
$346K Buy
2022
Q1
$278K Hold
2021
Q4
$260K Buy
2021
Q2
$264K Sell
2021
Q1
$262K Hold
2020
Q4
$278K Hold
2020
Q3
$281K Buy