Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$298K Sell
2025
Q2
$351K Sell
2025
Q1
$428K Sell
2024
Q4
$368K Buy
2024
Q3
$321K Sell
2024
Q2
$299K Sell
2024
Q1
$335K Sell
2023
Q4
$343K Buy
2023
Q3
$287K Sell
2023
Q2
$395K Sell
2023
Q1
$913K Sell
2022
Q4
$1.02M Buy
2022
Q3
$750K Buy
2022
Q2
$987K Sell
2022
Q1
$865K Buy
2021
Q4
$288K Buy
2021
Q3
$311K Sell
2021
Q2
$333K Sell
2021
Q1
$520K Sell
2020
Q4
$607K Buy