Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$444K Hold
2025
Q2
$498K Sell
2025
Q1
$454K Sell
2024
Q4
$520K Hold
2024
Q3
$676K Buy
2024
Q2
$652K Sell
2024
Q1
$836K Hold
2023
Q4
$743K Sell
2023
Q3
$736K Sell
2023
Q2
$715K Buy
2023
Q1
$424K Buy
2022
Q4
$372K Buy
2022
Q3
$286K Sell
2022
Q2
$335K Sell
2022
Q1
$492K Sell
2021
Q4
$703K Buy
2021
Q3
$503K Sell
2021
Q2
$532K Sell
2021
Q1
$501K Sell
2020
Q4
$510K Buy