Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$409K Buy
2025
Q2
$345K Buy
2025
Q1
$323K Sell
2024
Q4
$311K Sell
2024
Q3
$371K Buy
2023
Q2
$272K Buy
2023
Q1
$253K Buy
2022
Q4
$231K Buy
2022
Q3
Sell
2022
Q2
$218K Sell
2022
Q1
$251K Buy
2021
Q4
$242K Sell
2021
Q3
$205K Sell
2021
Q2
$211K Buy