Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$265K Buy
2025
Q2
$263K Sell
2025
Q1
$255K Hold
2024
Q4
$240K Sell
2024
Q3
$323K Hold
2024
Q2
$291K Sell
2024
Q1
$386K Hold
2023
Q4
$430K Buy
2023
Q3
$368K Hold
2023
Q2
$438K Sell
2023
Q1
$738K Sell
2022
Q4
$766K Hold
2022
Q3
$795K Sell
2022
Q2
$899K Buy
2022
Q1
$623K Sell
2021
Q4
$564K Buy
2021
Q3
$494K Hold
2021
Q2
$507K Sell
2021
Q1
$467K Buy
2020
Q4
$448K Buy