Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$334K Sell
2025
Q2
$369K Sell
2025
Q1
$387K Buy
2024
Q4
$430K Buy
2024
Q3
$482K Hold
2024
Q2
$517K Buy
2024
Q1
$404K Sell
2023
Q4
$493K Hold
2023
Q3
$421K Sell
2023
Q2
$409K Hold
2023
Q1
$322K Sell
2022
Q4
$332K Sell
2022
Q3
$276K Sell
2022
Q2
$375K Sell
2022
Q1
$499K Sell
2021
Q4
$656K Buy
2021
Q3
$634K Hold
2021
Q2
$645K Hold
2021
Q1
$524K Buy
2020
Q4
$546K Buy