Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Sell
2025
Q2
$336K Sell
2025
Q1
$417K Sell
2024
Q4
$546K Sell
2024
Q3
$660K Sell
2024
Q2
$732K Sell
2024
Q1
$674K Sell
2023
Q4
$837K Buy
2023
Q3
$572K Buy
2023
Q2
$531K Buy
2023
Q1
$322K Sell
2022
Q4
$310K Buy
2022
Q3
$247K Sell
2022
Q2
$346K Sell
2022
Q1
$516K Buy
2021
Q4
$631K Buy
2021
Q3
$295K Buy
2021
Q2
$294K Hold
2021
Q1
$239K Buy
2020
Q4
$244K Buy