Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363K Hold
2025
Q2
$377K Sell
2025
Q1
$438K Hold
2024
Q4
$452K Hold
2024
Q3
$478K Hold
2024
Q2
$451K Hold
2024
Q1
$454K Hold
2023
Q4
$448K Sell
2023
Q3
$369K Sell
2023
Q2
$466K Sell
2023
Q1
$521K Sell
2022
Q4
$451K Hold
2022
Q3
$373K Hold
2022
Q2
$391K Hold
2022
Q1
$435K Sell
2021
Q4
$619K Hold
2021
Q3
$546K Sell
2021
Q2
$585K Hold
2021
Q1
$568K Hold
2020
Q4
$548K Buy