Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$690K Sell
2025
Q2
$737K Buy
2025
Q1
$621K Hold
2024
Q4
$549K Hold
2024
Q3
$552K Sell
2024
Q2
$469K Sell
2024
Q1
$537K Hold
2023
Q4
$460K Sell
2023
Q3
$408K Buy
2023
Q2
$369K Buy
2023
Q1
$359K Sell
2022
Q4
$464K Buy
2022
Q3
$200K Buy
2020
Q4
Sell
2020
Q3
$110K Sell
2020
Q2
$170K Buy
2020
Q1
$111K Hold
2019
Q4
$145K Hold
2019
Q3
$149K Hold
2019
Q2
$137K Hold
2019
Q1
$134K Buy