Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$108K Sell
2025
Q3
$622K Buy
2025
Q2
$203K Sell
2025
Q1
$231K Buy
2024
Q4
$183K Sell
2024
Q3
$826K Buy
2024
Q2
$342K Buy
2024
Q1
$307K Sell
2023
Q4
$365K Sell
2023
Q3
$402K Sell
2023
Q2
$527K Sell
2023
Q1
$542K Sell
2022
Q4
$632K Buy
2022
Q3
$234K Buy
2022
Q2
$214K Sell
2022
Q1
$581K Sell
2021
Q4
$827K Sell
2021
Q3
$739K Sell
2021
Q2
$697K Buy
2021
Q1
$391K Sell
2020
Q4
$536K Buy