Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Buy
2025
Q2
$290K Sell
2025
Q1
$165K Sell
2024
Q4
$169K Buy
2024
Q3
$110K Sell
2024
Q2
$100K Buy
2024
Q1
$99.9K Sell
2023
Q4
$121K Sell
2023
Q3
$90.4K Sell
2023
Q2
$138K Sell
2023
Q1
$241K Sell
2022
Q4
$568K Sell
2022
Q3
$780K Buy
2022
Q2
$665K Hold
2022
Q1
$665K Buy
2021
Q4
$391K Sell
2021
Q3
$394K Buy
2021
Q2
$321K Buy
2021
Q1
$35K Buy