Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Sell
2025
Q2
$131K Sell
2025
Q1
$152K Buy
2024
Q4
$132K Buy
2024
Q3
$201K Buy
2024
Q2
$105K Buy
2024
Q1
$86K Sell
2023
Q4
$189K Sell
2023
Q3
$242K Buy
2023
Q2
$244K Buy
2023
Q1
$260K Buy
2022
Q4
$214K Sell
2022
Q3
$403K Sell
2022
Q2
$573K Sell
2022
Q1
$581K Sell
2021
Q4
$1.26M Sell
2021
Q3
$1.58M Sell
2021
Q2
$2.37M Sell
2021
Q1
$1.79M Buy
2020
Q4
$1.94M Buy
2020
Q3
$371K Buy