Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$443K Buy
2025
Q2
$404K Buy
2025
Q1
$434K Buy
2024
Q4
$417K Sell
2024
Q3
$492K Sell
2024
Q2
$539K Sell
2024
Q1
$576K Buy
2023
Q4
$465K Sell
2023
Q3
$491K Sell
2023
Q2
$550K Sell
2023
Q1
$522K Sell
2022
Q4
$560K Sell
2022
Q3
$435K Sell
2022
Q2
$467K Buy
2022
Q1
$343K Hold
2021
Q4
$321K Hold
2021
Q3
$314K Buy
2021
Q1
$420K Buy