Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$377K Hold
2024
Q4
$437K Sell
2024
Q3
$596K Buy
2024
Q2
$613K Sell
2024
Q1
$680K Sell
2023
Q4
$856K Sell
2023
Q3
$765K Buy
2023
Q2
$708K Sell
2023
Q1
$831K Buy
2022
Q4
$391K Sell
2022
Q3
$405K Buy
2022
Q2
$454K Sell
2022
Q1
$590K Sell
2021
Q4
$772K Buy
2021
Q3
$775K Buy
2021
Q2
$713K Buy
2021
Q1
$574K Buy