Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$421K Buy
2025
Q1
Sell
2024
Q4
$576K Sell
2024
Q3
$870K Sell
2024
Q2
$929K Sell
2024
Q1
$910K Sell
2023
Q4
$888K Buy
2023
Q3
$851K Sell
2023
Q2
$922K Sell
2023
Q1
$858K Buy
2022
Q4
$818K Buy
2022
Q3
$488K Sell
2022
Q2
$623K Buy
2022
Q1
$695K Sell
2021
Q4
$851K Buy
2021
Q3
$748K Buy
2021
Q2
$601K Buy
2021
Q1
$550K Buy
2020
Q4
$432K Buy