Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Sell
2025
Q2
$296K Sell
2025
Q1
$474K Sell
2024
Q4
$567K Sell
2024
Q3
$583K Buy
2024
Q2
$527K Sell
2024
Q1
$829K Sell
2023
Q4
$754K Sell
2023
Q3
$811K Sell
2023
Q2
$914K Buy
2023
Q1
$949K Buy
2022
Q4
$923K Buy
2022
Q3
$637K Buy
2022
Q2
$570K Sell
2022
Q1
$606K Sell
2021
Q4
$784K Sell
2021
Q3
$706K Buy
2021
Q2
$738K Hold
2021
Q1
$703K Sell
2020
Q4
$690K Buy