Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$279K Buy
2025
Q2
$255K Sell
2025
Q1
$196K Sell
2024
Q4
$361K Sell
2024
Q3
$357K Sell
2024
Q2
$475K Sell
2024
Q1
$494K Sell
2023
Q4
$614K Sell
2023
Q3
$635K Sell
2023
Q2
$791K Sell
2023
Q1
$764K Sell
2022
Q4
$692K Sell
2022
Q3
$562K Buy
2022
Q2
$604K Sell
2022
Q1
$696K Sell
2021
Q4
$942K Sell
2021
Q3
$794K Sell
2021
Q2
$934K Buy