Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$253K Buy
2025
Q1
Sell
2024
Q4
$159K Hold
2024
Q3
$192K Hold
2024
Q2
$166K Sell
2024
Q1
$469K Buy
2023
Q4
$421K Sell
2023
Q3
$418K Buy
2023
Q2
$436K Buy
2023
Q1
$480K Sell
2022
Q4
$525K Buy
2022
Q3
$471K Sell
2022
Q2
$585K Sell
2022
Q1
$838K Sell
2021
Q4
$930K Buy
2021
Q3
$869K Buy
2021
Q2
$700K Buy
2021
Q1
$488K Sell
2020
Q4
$825K Buy