Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$456K Hold
2025
Q2
$468K Hold
2025
Q1
$457K Hold
2024
Q4
$368K Buy
2024
Q3
$353K Buy
2024
Q2
$217K Sell
2024
Q1
$365K Sell
2023
Q4
$371K Sell
2023
Q3
$360K Buy
2023
Q2
$382K Sell
2023
Q1
$710K Buy
2022
Q4
$670K Buy
2022
Q3
$441K Buy
2022
Q2
$446K Sell
2022
Q1
$410K Buy
2021
Q4
$378K Buy
2021
Q3
$362K Sell
2021
Q2
$471K Hold
2021
Q1
$495K Sell
2020
Q4
$488K Buy