Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$891K Buy
2025
Q2
$563K Sell
2025
Q1
$459K Buy
2024
Q4
$508K Buy
2024
Q3
$306K Buy
2024
Q2
$209K Sell
2024
Q1
$210K Sell
2023
Q4
$466K Sell
2023
Q3
$561K Sell
2023
Q2
$714K Buy
2022
Q4
$54.1K Sell
2022
Q3
$305K Sell
2022
Q2
$305K Buy
2022
Q1
$380K Sell
2021
Q4
$465K Buy
2021
Q3
$268K Buy
2021
Q1
Sell
2020
Q4
$480K Hold
2020
Q3
$292K Buy