Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Sell
2025
Q2
$267K Sell
2025
Q1
$216K Sell
2024
Q4
$289K Sell
2024
Q3
$274K Sell
2024
Q2
$254K Sell
2024
Q1
$227K Buy
2023
Q4
Sell
2023
Q3
$240K Sell
2023
Q2
$417K Hold
2023
Q1
$334K Sell
2022
Q4
$343K Sell
2022
Q3
$265K Buy
2022
Q2
$290K Sell
2022
Q1
$352K Hold
2021
Q4
$373K Buy
2021
Q3
$346K Hold
2021
Q2
$425K Hold
2021
Q1
$375K Hold
2020
Q4
$273K Buy