Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$463K Sell
2025
Q2
$334K Buy
2025
Q1
Sell
2024
Q4
$872K Sell
2024
Q3
$568K Sell
2024
Q2
$431K Sell
2024
Q1
$410K Hold
2023
Q4
$579K Sell
2023
Q3
$586K Buy
2023
Q2
$593K Sell
2023
Q1
$482K Buy
2022
Q4
$283K Hold
2022
Q3
$609K Hold
2022
Q2
$515K Hold
2022
Q1
$824K Hold
2021
Q4
$808K Hold
2021
Q3
$593K Buy
2021
Q1
Sell
2020
Q4
$206K Buy