Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$294K Sell
2025
Q2
$344K Sell
2025
Q1
$338K Hold
2024
Q4
$297K Buy
2024
Q3
$314K Sell
2024
Q2
$238K Sell
2024
Q1
$247K Sell
2023
Q4
$270K Sell
2023
Q3
$333K Sell
2023
Q2
$416K Sell
2023
Q1
$440K Buy
2022
Q4
$501K Sell
2022
Q3
$558K Buy
2022
Q2
$649K Sell
2022
Q1
$922K Buy
2021
Q4
$1.08M Sell
2021
Q3
$1.12M Buy
2021
Q2
$1.16M Buy
2021
Q1
$1.01M Buy
2020
Q4
$872K Buy