Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$419K Hold
2025
Q2
$390K Sell
2025
Q1
$339K Hold
2024
Q4
$364K Hold
2024
Q3
$320K Buy
2024
Q2
$201K Hold
2024
Q1
$231K Sell
2023
Q4
$307K Sell
2023
Q3
$315K Hold
2023
Q2
$309K Hold
2023
Q1
$306K Sell
2022
Q4
$298K Hold
2022
Q3
$320K Buy
2022
Q2
$340K Buy
2022
Q1
$295K Buy
2021
Q4
$281K Sell
2021
Q3
$304K Sell
2021
Q2
$344K Sell
2021
Q1
$362K Buy