Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$329K Sell
2025
Q2
$342K Buy
2025
Q1
$302K Buy
2024
Q4
$353K Sell
2024
Q3
$415K Hold
2024
Q2
$354K Sell
2024
Q1
$444K Sell
2023
Q4
$528K Buy
2023
Q3
$455K Sell
2023
Q2
$527K Sell
2023
Q1
$592K Buy
2022
Q4
$560K Sell
2022
Q3
$402K Sell
2022
Q2
$495K Sell
2022
Q1
$659K Sell
2021
Q4
$857K Sell
2021
Q3
$750K Sell
2021
Q2
$810K Buy
2021
Q1
$687K Buy