Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$354K Buy
2025
Q2
$317K Buy
2025
Q1
$275K Sell
2024
Q4
$371K Sell
2024
Q3
$521K Sell
2024
Q2
$710K Sell
2024
Q1
$874K Buy
2023
Q4
$532K Buy
2023
Q3
$458K Sell
2023
Q2
$1.17M Buy
2023
Q1
$730K Sell
2022
Q4
$796K Buy
2022
Q3
$633K Buy
2022
Q2
$612K Hold
2022
Q1
$612K Buy
2021
Q4
$539K Sell
2021
Q3
$668K Buy
2021
Q2
$461K Buy
2021
Q1
$267K Buy
2020
Q4
$66K Buy