Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$442K Sell
2025
Q2
$448K Sell
2025
Q1
$348K Sell
2024
Q4
$433K Sell
2024
Q3
$463K Sell
2024
Q2
$446K Buy
2024
Q1
$437K Sell
2023
Q4
$351K Sell
2023
Q3
$315K Sell
2023
Q2
$304K Sell
2023
Q1
$334K Sell
2022
Q4
$309K Sell
2022
Q3
$288K Sell
2022
Q2
$313K Sell
2022
Q1
$574K Sell
2021
Q4
$662K Sell
2021
Q3
$605K Sell
2021
Q2
$624K Sell
2021
Q1
$607K Sell
2020
Q4
$590K Buy