Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$213K Sell
2025
Q1
$383K Sell
2024
Q4
$518K Hold
2024
Q3
$602K Hold
2024
Q2
$646K Hold
2024
Q1
$583K Hold
2023
Q4
$693K Hold
2023
Q3
$593K Hold
2023
Q2
$568K Hold
2023
Q1
$448K Sell
2022
Q4
$418K Hold
2022
Q3
$342K Hold
2022
Q2
$458K Sell
2022
Q1
$572K Hold
2021
Q4
$712K Hold
2021
Q3
$723K Sell
2021
Q2
$738K Sell
2021
Q1
$604K Sell
2020
Q4
$666K Sell
2020
Q3
$662K Sell
2020
Q2
$811K Buy