Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$448K Buy
2025
Q1
$436K Buy
2024
Q4
$385K Sell
2024
Q3
$459K Buy
2024
Q2
$405K Hold
2024
Q1
$428K Sell
2023
Q4
$383K Hold
2023
Q3
$347K Buy
2023
Q2
$343K Hold
2023
Q1
$320K Sell
2022
Q4
$307K Buy
2022
Q3
$242K Hold
2022
Q2
$258K Hold
2022
Q1
$311K Hold
2021
Q4
$311K Hold
2021
Q3
$264K Hold
2021
Q2
$260K Hold
2021
Q1
$252K Sell
2020
Q4
$241K Buy
2020
Q3
$214K Buy