Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$294K Sell
2025
Q2
$300K Sell
2025
Q1
$372K Buy
2024
Q4
$381K Sell
2024
Q3
$366K Sell
2024
Q2
$451K Sell
2024
Q1
$526K Buy
2023
Q4
$601K Sell
2023
Q3
$455K Sell
2023
Q2
$585K Sell
2023
Q1
$574K Buy
2022
Q4
$467K Buy
2022
Q3
$275K Hold
2022
Q2
$311K Sell
2022
Q1
$494K Buy
2021
Q4
$377K Sell
2021
Q3
$443K Hold
2021
Q2
$482K Buy
2021
Q1
$477K Buy
2020
Q4
$228K Buy