Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$521K Sell
2025
Q2
$605K Hold
2025
Q1
$534K Sell
2024
Q4
$951K Sell
2024
Q3
$1.42M Buy
2024
Q2
$577K Hold
2024
Q1
$675K Sell
2023
Q4
$1.32M Hold
2023
Q3
$1.03M Hold
2023
Q2
$872K Hold
2023
Q1
$877K Hold
2022
Q4
$757K Hold
2022
Q3
$940K Buy
2022
Q2
$120K Buy
2022
Q1
Sell
2021
Q4
$158K Sell
2021
Q3
$143K Hold
2021
Q2
$129K Hold
2021
Q1
$135K Hold
2020
Q4
$157K Hold
2020
Q3
$126K Hold
2020
Q2
$134K Buy