Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$434K Buy
2025
Q2
$304K Buy
2025
Q1
$243K Sell
2024
Q4
$387K Sell
2024
Q3
$302K Hold
2024
Q2
$229K Sell
2024
Q1
$264K Sell
2023
Q4
$390K Sell
2023
Q3
$432K Sell
2023
Q2
$465K Sell
2023
Q1
$383K Buy
2022
Q4
$212K Buy
2022
Q3
$304K Sell
2022
Q2
$259K Sell
2022
Q1
$416K Sell
2021
Q4
$462K Sell
2021
Q3
$385K Sell
2021
Q2
$350K Sell
2021
Q1
$349K Buy
2020
Q4
$365K Sell
2020
Q3
$229K Buy