Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$362K Hold
2025
Q2
$386K Hold
2025
Q1
$408K Buy
2024
Q4
$402K Buy
2024
Q3
$468K Sell
2024
Q2
$416K Hold
2024
Q1
$406K Hold
2023
Q4
$473K Hold
2023
Q3
$417K Hold
2023
Q2
$413K Hold
2023
Q1
$399K Buy
2022
Q4
$351K Sell
2022
Q3
$376K Sell
2022
Q2
$436K Sell
2022
Q1
$479K Sell
2021
Q4
$625K Sell
2021
Q3
$497K Buy
2021
Q2
$469K Hold
2021
Q1
$396K Sell
2020
Q4
$432K Buy