Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$761K Buy
2025
Q2
$453K Sell
2025
Q1
$470K Buy
2024
Q4
$374K Buy
2024
Q3
$305K Sell
2024
Q2
$464K Sell
2024
Q1
$684K Buy
2023
Q4
$759K Sell
2023
Q3
$543K Buy
2023
Q2
$459K Buy
2023
Q1
$430K Buy
2022
Q4
$342K Sell
2022
Q3
$413K Sell
2022
Q2
$620K Hold
2022
Q1
$822K Sell
2021
Q4
$871K Buy
2021
Q3
$869K Sell
2021
Q2
$1.2M Hold
2021
Q1
$1.2M Buy