Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$434K Sell
2025
Q2
$525K Sell
2025
Q1
$577K Sell
2024
Q4
$699K Sell
2024
Q3
$660K Sell
2024
Q2
$562K Sell
2024
Q1
$736K Buy
2023
Q4
$655K Sell
2023
Q3
$719K Sell
2023
Q2
$870K Hold
2023
Q1
$730K Buy
2022
Q4
$369K Sell
2022
Q3
$436K Buy
2022
Q2
$487K Hold
2022
Q1
$578K Buy
2019
Q2
Sell
2019
Q1
$376K Sell
2018
Q4
$290K Sell
2018
Q3
$363K Hold
2018
Q2
$336K Buy