Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$452K Hold
2025
Q2
$375K Sell
2025
Q1
$293K Hold
2024
Q4
$272K Sell
2024
Q3
$344K Sell
2024
Q2
$384K Sell
2024
Q1
$340K Sell
2023
Q4
$298K Sell
2023
Q3
$244K Sell
2023
Q2
$292K Hold
2023
Q1
$240K Sell
2022
Q4
$229K Sell
2022
Q3
$194K Sell
2022
Q2
$205K Sell
2022
Q1
$241K Sell
2021
Q4
$295K Hold
2021
Q3
$229K Buy
2021
Q2
$222K Buy
2021
Q1
$224K Buy
2020
Q4
$175K Buy