Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$408K Sell
2025
Q2
$344K Sell
2025
Q1
$391K Sell
2024
Q4
$446K Sell
2024
Q3
$587K Sell
2024
Q2
$714K Hold
2024
Q1
$854K Sell
2023
Q4
$804K Sell
2023
Q3
$694K Sell
2023
Q2
$798K Sell
2023
Q1
$709K Hold
2022
Q4
$730K Hold
2022
Q3
$646K Hold
2022
Q2
$773K Sell
2022
Q1
$870K Hold
2021
Q4
$1.06M Sell
2021
Q3
$962K Sell
2021
Q2
$985K Sell
2021
Q1
$824K Hold
2020
Q4
$764K Buy