Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Sell
2025
Q2
$345K Sell
2025
Q1
$344K Hold
2024
Q4
$316K Sell
2024
Q3
$282K Hold
2024
Q2
$269K Sell
2024
Q1
$290K Hold
2023
Q4
$271K Sell
2023
Q3
$243K Hold
2023
Q2
$251K Hold
2023
Q1
$239K Hold
2022
Q4
$220K Buy
2022
Q3
Sell
2022
Q2
$215K Hold
2022
Q1
$241K Sell
2021
Q4
$309K Sell
2021
Q3
$333K Hold
2021
Q2
$350K Sell
2021
Q1
$318K Sell
2020
Q4
$369K Hold
2020
Q3
$338K Hold
2020
Q2
$328K Buy