Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$685K Sell
2025
Q2
$478K Buy
2025
Q1
$456K Buy
2024
Q4
$348K Buy
2024
Q3
$334K Sell
2024
Q2
$536K Buy
2024
Q1
$687K Buy
2023
Q4
$773K Sell
2023
Q3
$589K Buy
2023
Q2
$553K Sell
2023
Q1
$545K Sell
2022
Q4
$470K Buy
2022
Q3
$400K Buy
2022
Q2
$449K Buy
2022
Q1
$557K Buy
2021
Q4
$562K Sell
2021
Q3
$622K Sell
2021
Q2
$663K Sell
2021
Q1
$759K Sell
2020
Q4
$601K Buy