Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$512K Buy
2025
Q2
$446K Buy
2025
Q1
$391K Sell
2024
Q4
$532K Buy
2024
Q3
$259K Sell
2024
Q2
$278K Sell
2024
Q1
$578K Sell
2023
Q4
$621K Sell
2023
Q3
$756K Sell
2023
Q2
$768K Sell
2023
Q1
$915K Buy
2022
Q4
$578K Sell
2022
Q3
$516K Hold
2022
Q2
$550K Sell
2022
Q1
$724K Sell
2021
Q4
$869K Buy
2021
Q3
$708K Buy
2021
Q2
$655K Buy
2021
Q1
$361K Sell
2020
Q4
$363K Buy