Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$76.8K Sell
2025
Q2
$270K Sell
2025
Q1
$681K Sell
2024
Q4
$848K Buy
2024
Q3
$320K Sell
2024
Q2
$843K Buy
2024
Q1
$448K Sell
2023
Q4
$688K Sell
2023
Q3
$687K Buy
2023
Q2
$624K Buy
2023
Q1
$551K Buy
2022
Q4
$428K Sell
2022
Q3
$387K Sell
2022
Q2
$476K Buy
2022
Q1
$415K Buy
2021
Q4
$335K Buy
2021
Q3
$323K Buy
2021
Q2
$349K Buy
2021
Q1
$352K Buy
2020
Q4
$270K Buy