Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$371K Buy
2025
Q2
$366K Sell
2025
Q1
$386K Sell
2024
Q4
$341K Buy
2024
Q3
$334K Sell
2024
Q2
$308K Sell
2024
Q1
$350K Hold
2023
Q4
$340K Buy
2023
Q3
$294K Sell
2023
Q2
$863K Sell
2023
Q1
$1.17M Sell
2022
Q4
$1.33M Sell
2022
Q3
$1.36M Sell
2022
Q2
$1.93M Sell
2022
Q1
$2.26M Sell
2021
Q4
$4.07M Buy
2021
Q3
$3.96M Sell
2021
Q2
$4.43M Buy
2021
Q1
$4.64M Buy