Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$365K Buy
2024
Q4
$464K Sell
2024
Q3
$710K Buy
2024
Q2
$646K Sell
2024
Q1
$778K Buy
2023
Q4
$602K Sell
2023
Q3
$502K Buy
2023
Q2
$575K Sell
2023
Q1
$752K Sell
2022
Q4
$684K Sell
2022
Q3
$727K Buy
2022
Q2
$647K Buy
2022
Q1
$864K Buy
2021
Q4
$916K Sell
2021
Q3
$1.09M Buy
2021
Q2
$1.12M Sell
2021
Q1
$1.06M Buy
2020
Q4
$230K Sell
2020
Q3
$212K Buy