Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$359K Sell
2025
Q2
$607K Buy
2025
Q1
$724K Sell
2024
Q4
$776K Buy
2024
Q3
$266K Hold
2024
Q2
$299K Sell
2024
Q1
$416K Buy
2023
Q4
$379K Sell
2023
Q3
$522K Sell
2023
Q2
$486K Sell
2023
Q1
$578K Sell
2022
Q4
$647K Sell
2022
Q3
$700K Sell
2022
Q2
$690K Sell
2022
Q1
$811K Sell
2021
Q4
$950K Buy