Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$507K Buy
2025
Q2
$334K Sell
2025
Q1
$300K Sell
2024
Q4
$333K Buy
2024
Q3
$316K Buy
2024
Q2
$216K Sell
2024
Q1
$379K Sell
2023
Q4
$345K Sell
2023
Q3
$517K Sell
2023
Q2
$498K Sell
2023
Q1
$761K Sell
2022
Q4
$745K Hold
2022
Q3
$651K Buy
2022
Q2
$615K Buy
2022
Q1
Sell
2021
Q4
$327K Buy