Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$223K Buy
2024
Q3
Sell
2024
Q2
$172K Sell
2024
Q1
$503K Sell
2023
Q4
$833K Sell
2023
Q3
$666K Hold
2023
Q2
$872K Sell
2023
Q1
$1.15M Buy
2022
Q4
$360K Buy
2022
Q3
$300K Buy
2022
Q2
$216K Buy
2022
Q1
$249K Buy
2021
Q4
$342K Sell
2021
Q3
$390K Sell
2021
Q2
$435K Sell
2021
Q1
$473K Sell
2020
Q4
$427K Sell
2020
Q3
$301K Buy