Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$456K Hold
2025
Q2
$525K Sell
2025
Q1
$419K Sell
2024
Q4
$447K Sell
2024
Q3
$485K Sell
2024
Q2
$544K Sell
2024
Q1
$549K Sell
2023
Q4
$577K Sell
2023
Q3
$482K Hold
2023
Q2
$433K Sell
2023
Q1
$428K Sell
2022
Q4
$386K Sell
2022
Q3
$388K Hold
2022
Q2
$387K Sell
2022
Q1
$517K Sell
2021
Q4
$704K Hold
2021
Q3
$591K Sell
2021
Q2
$569K Hold
2021
Q1
$444K Buy
2020
Q4
$435K Buy