Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$504K Buy
2025
Q2
$400K Buy
2025
Q1
$428K Buy
2024
Q4
$329K Hold
2024
Q3
$366K Buy
2024
Q2
$299K Sell
2024
Q1
$328K Sell
2023
Q4
$358K Sell
2023
Q3
$773K Buy
2023
Q2
$577K Buy
2023
Q1
$668K Buy
2022
Q4
$605K Sell
2022
Q3
$509K Buy
2022
Q2
$550K Hold
2022
Q1
$582K Sell
2021
Q4
$585K Buy
2021
Q3
$203K Hold
2021
Q2
$212K Hold
2021
Q1
$204K Sell
2020
Q4
$203K Buy