Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$312K Sell
2025
Q2
$406K Sell
2025
Q1
$334K Sell
2024
Q4
$779K Buy
2024
Q3
$248K Hold
2024
Q2
$188K Sell
2024
Q1
$342K Buy
2023
Q2
Sell
2023
Q1
$316K Buy
2022
Q2
Sell
2022
Q1
$262K Sell
2021
Q4
$516K Hold
2021
Q3
$378K Hold
2021
Q2
$332K Hold
2021
Q1
$326K Hold
2020
Q4
$344K Buy
2018
Q3
Sell
2018
Q2
$293K Buy