Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$297K Sell
2025
Q2
$283K Buy
2025
Q1
$207K Sell
2024
Q4
$386K Sell
2024
Q3
$620K Sell
2024
Q2
$514K Sell
2024
Q1
$919K Sell
2023
Q4
$700K Sell
2023
Q3
$659K Sell
2023
Q2
$634K Buy
2023
Q1
$427K Buy
2022
Q4
$249K Sell
2022
Q3
$318K Buy
2022
Q2
$403K Sell
2022
Q1
$439K Hold
2021
Q4
$492K Sell
2021
Q3
$481K Buy
2021
Q2
$356K Buy
2021
Q1
$211K Buy