Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$505K Sell
2025
Q2
$384K Sell
2025
Q1
$333K Buy
2024
Q4
$478K Sell
2024
Q3
$571K Buy
2024
Q2
$407K Sell
2024
Q1
$917K Sell
2023
Q4
$1.3M Sell
2023
Q3
$1.33M Buy
2023
Q2
$1.37M Buy
2023
Q1
$890K Buy
2022
Q4
$244K Sell
2022
Q3
$529K Hold
2022
Q2
$448K Buy
2022
Q1
$663K Buy
2021
Q4
$645K Hold
2021
Q3
$473K Hold
2021
Q2
$415K Hold
2021
Q1
$407K Sell
2020
Q4
$466K Buy