Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$442K Sell
2025
Q2
$697K Hold
2025
Q1
$588K Hold
2024
Q4
$520K Hold
2024
Q3
$523K Hold
2024
Q2
$409K Hold
2024
Q1
$452K Sell
2023
Q4
$395K Sell
2023
Q3
$344K Sell
2023
Q2
$525K Sell
2023
Q1
$516K Sell
2022
Q4
$558K Sell
2022
Q3
$477K Sell
2022
Q2
$569K Sell
2022
Q1
$532K Buy
2021
Q4
$414K Buy
2020
Q3
$385K Hold
2020
Q2
$382K Hold
2020
Q1
$351K Hold
2019
Q4
$424K Buy