Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$519K Sell
2025
Q2
$521K Sell
2025
Q1
$562K Sell
2024
Q4
$545K Sell
2024
Q3
$578K Sell
2024
Q2
$486K Sell
2024
Q1
$508K Sell
2023
Q4
$585K Sell
2023
Q3
$545K Buy
2023
Q2
$385K Sell
2023
Q1
$541K Buy
2022
Q4
$571K Sell
2022
Q3
$663K Buy
2022
Q2
$691K Buy
2022
Q1
$402K Buy
2021
Q4
$248K Sell
2021
Q3
$262K Hold
2021
Q2
$297K Buy
2021
Q1
$268K Hold
2020
Q4
$244K Buy
2020
Q3
$208K Buy