Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$338K Buy
2025
Q2
$222K Sell
2025
Q1
$267K Hold
2024
Q4
$320K Sell
2024
Q3
$800K Hold
2024
Q2
$873K Hold
2024
Q1
$935K Hold
2023
Q4
$788K Hold
2023
Q3
$686K Hold
2023
Q2
$697K Hold
2023
Q1
$595K Hold
2022
Q4
$541K Hold
2022
Q3
$512K Hold
2022
Q2
$603K Hold
2022
Q1
$677K Hold
2021
Q4
$862K Sell
2021
Q3
$815K Hold
2021
Q2
$643K Sell
2021
Q1
$760K Sell
2020
Q4
$809K Buy