Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$631K Sell
2025
Q2
$680K Hold
2025
Q1
$650K Sell
2024
Q4
$666K Sell
2024
Q3
$689K Hold
2024
Q2
$660K Hold
2024
Q1
$569K Hold
2023
Q4
$513K Sell
2023
Q3
$459K Hold
2023
Q2
$437K Buy
2023
Q1
$403K Buy
2022
Q4
$297K Hold
2022
Q3
$307K Hold
2022
Q2
$312K Hold
2022
Q1
$374K Hold
2021
Q4
$369K Hold
2021
Q3
$292K Hold
2021
Q2
$257K Hold
2021
Q1
$229K Hold
2020
Q4
$245K Hold
2020
Q3
$231K Buy