Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Buy
2025
Q1
Sell
2024
Q4
$386K Sell
2024
Q3
$459K Sell
2024
Q2
$575K Sell
2024
Q1
$656K Sell
2023
Q4
$689K Sell
2023
Q3
$739K Buy
2023
Q2
$766K Sell
2023
Q1
$687K Sell
2022
Q4
$676K Sell
2022
Q3
$653 Sell
2022
Q2
$852K Sell
2022
Q1
$977K Buy
2021
Q4
$950K Buy
2021
Q3
$865K Buy
2021
Q2
$663K Buy
2021
Q1
$651K Buy
2020
Q4
$421K Buy