Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Sell
2025
Q2
$345K Hold
2025
Q1
$337K Hold
2024
Q4
$271K Hold
2024
Q3
$262K Hold
2024
Q2
$228K Hold
2024
Q1
$210K Hold
2023
Q4
$200K Hold
2023
Q3
$179K Sell
2023
Q2
$235K Sell
2023
Q1
$382K Sell
2022
Q4
$425K Sell
2022
Q3
$360K Sell
2022
Q2
$495K Sell
2022
Q1
$574K Buy
2021
Q4
$485K Buy
2020
Q3
$492K Sell
2020
Q2
$523K Sell
2020
Q1
$610K Buy
2019
Q4
$719K Buy