Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$431K Sell
2025
Q2
$317K Sell
2025
Q1
$277K Sell
2024
Q4
$301K Sell
2024
Q3
$317K Sell
2024
Q2
$351K Buy
2024
Q1
$428K Sell
2023
Q4
$335K Sell
2023
Q3
$243K Buy
2023
Q2
$217K Buy
2023
Q1
$204K Buy
2022
Q4
$235K Hold
2022
Q3
$281K Sell
2022
Q2
$294K Hold
2022
Q1
$851K Buy
2020
Q2
Sell
2020
Q1
$353K Sell
2019
Q4
$591K Sell
2019
Q3
$626K Buy