Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$504K Hold
2025
Q2
$526K Sell
2025
Q1
$530K Hold
2024
Q4
$468K Sell
2024
Q3
$485K Hold
2024
Q2
$380K Hold
2024
Q1
$419K Sell
2023
Q4
$600K Sell
2023
Q3
$616K Sell
2023
Q2
$590K Sell
2023
Q1
$677K Sell
2022
Q4
$783K Sell
2022
Q3
$745K Sell
2022
Q2
$921K Sell
2022
Q1
$914K Hold
2021
Q4
$939K Sell
2021
Q3
$1.19M Buy
2021
Q2
$1.22M Sell
2021
Q1
$1.14M Hold
2020
Q4
$1.08M Buy