Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$127K Sell
2025
Q2
$122K Sell
2025
Q1
$138K Sell
2024
Q4
$135K Sell
2024
Q3
$174K Sell
2024
Q2
$194K Sell
2024
Q1
$279K Sell
2023
Q4
$255K Sell
2023
Q3
$321K Sell
2023
Q2
$353K Sell
2023
Q1
$334K Sell
2022
Q4
$327K Sell
2022
Q3
$951K Sell
2022
Q2
$931K Sell
2022
Q1
$1.37M Buy
2021
Q4
$998K Buy
2021
Q3
$776K Buy
2021
Q2
$559K Buy
2021
Q1
$416K Buy
2020
Q4
$241K Buy
2020
Q3
$204K Buy