Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$272K Hold
2025
Q2
$353K Buy
2025
Q1
$275K Hold
2024
Q4
$313K Buy
2024
Q3
$268K Hold
2024
Q2
$454K Hold
2024
Q1
$555K Hold
2023
Q4
$497K Buy
2023
Q3
$373K Sell
2023
Q2
$515K Sell
2023
Q1
$496K Hold
2022
Q4
$483K Hold
2022
Q3
$344K Hold
2022
Q2
$318K Hold
2022
Q1
$546K Hold
2021
Q4
$573K Hold
2021
Q3
$583K Hold
2021
Q2
$456K Hold
2021
Q1
$383K Sell
2020
Q4
$411K Buy