Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Sell
2025
Q2
$464K Sell
2025
Q1
$479K Sell
2024
Q4
$774K Buy
2024
Q3
$826K Hold
2024
Q2
$856K Buy
2024
Q1
$764K Sell
2023
Q4
$964K Sell
2023
Q3
$874K Hold
2023
Q2
$839K Hold
2023
Q1
$661K Hold
2022
Q4
$577K Hold
2022
Q3
$472K Hold
2022
Q2
$628K Sell
2022
Q1
$868K Buy
2021
Q4
$1.05M Buy
2021
Q3
$305K Sell
2021
Q2
$1.07M Hold
2021
Q1
$870K Sell
2020
Q4
$1.14M Buy