Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$413K Buy
2025
Q2
$449K Buy
2025
Q1
$455K Hold
2024
Q4
$590K Buy
2024
Q3
$658K Sell
2024
Q2
$649K Sell
2024
Q1
$876K Hold
2023
Q4
$704K Sell
2023
Q3
$556K Hold
2023
Q2
$663K Sell
2023
Q1
$859K Buy
2022
Q4
$768K Sell
2022
Q3
$802K Sell
2022
Q2
$1.19M Sell
2022
Q1
$2.06M Sell
2021
Q4
$2.25M Sell
2021
Q3
$2.23M Sell
2021
Q2
$2.38M Hold
2021
Q1
$1.95M Sell
2020
Q4
$1.74M Buy