Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$331K Sell
2025
Q2
$364K Hold
2025
Q1
$361K Sell
2024
Q4
$422K Sell
2024
Q3
$502K Sell
2024
Q2
$544K Hold
2024
Q1
$494K Buy
2023
Q4
$536K Buy
2023
Q3
$454K Hold
2023
Q2
$435K Hold
2023
Q1
$343K Sell
2022
Q4
$301K Sell
2022
Q3
$316K Buy
2022
Q2
$415K Sell
2022
Q1
$537K Buy
2021
Q4
$557K Sell
2021
Q3
$583K Sell
2021
Q2
$599K Sell
2021
Q1
$488K Buy
2020
Q4
$505K Buy