Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$229K Hold
2025
Q2
$222K Hold
2025
Q1
$204K Buy
2024
Q4
Sell
2024
Q3
$556K Sell
2024
Q2
$504K Sell
2024
Q1
$616K Hold
2023
Q4
$603K Sell
2023
Q3
$654K Buy
2023
Q2
$668K Hold
2023
Q1
$568K Hold
2022
Q4
$549K Sell
2022
Q3
$543K Sell
2022
Q2
$689K Sell
2022
Q1
$812K Hold
2021
Q4
$818K Hold
2021
Q3
$686K Hold
2021
Q2
$693K Buy
2021
Q1
$632K Hold
2020
Q4
$629K Buy