Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$364K Hold
2025
Q2
$408K Sell
2025
Q1
$369K Sell
2024
Q4
$402K Sell
2024
Q3
$548K Buy
2024
Q2
$540K Buy
2024
Q1
$616K Buy
2023
Q4
$546K Buy
2023
Q3
$471K Sell
2023
Q2
$434K Buy
2023
Q1
$439K Hold
2022
Q4
$402K Buy
2020
Q3
Sell
2020
Q2
$151K Sell
2020
Q1
$194K Sell
2019
Q4
$446K Buy