Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$472K Sell
2025
Q2
$468K Sell
2025
Q1
$525K Buy
2024
Q4
$434K Sell
2024
Q3
$596K Buy
2024
Q2
$577K Sell
2024
Q1
$943K Buy
2023
Q4
$923K Buy
2023
Q3
$778K Sell
2023
Q2
$650K Buy
2023
Q1
$702K Sell
2022
Q4
$794K Buy
2022
Q3
$524K Hold
2022
Q2
$524K Sell
2022
Q1
$625K Sell
2021
Q4
$584K Buy
2021
Q3
$524K Buy
2021
Q2
$537K Sell
2021
Q1
$567K Buy
2020
Q4
$488K Buy