Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$526K Buy
2025
Q2
$533K Sell
2025
Q1
$479K Buy
2024
Q4
$539K Sell
2024
Q3
$693K Buy
2024
Q2
$554K Sell
2024
Q1
$699K Buy
2023
Q4
$806K Sell
2023
Q3
$723K Buy
2023
Q2
$806K Buy
2023
Q1
$569K Buy
2022
Q4
$493K Sell
2022
Q3
$368K Sell
2022
Q2
$455K Buy
2022
Q1
$597K Sell
2021
Q4
$793K Buy
2021
Q3
$688K Sell
2021
Q2
$750K Hold
2021
Q1
$750K Buy
2020
Q4
$699K Buy