Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$280K Buy
2025
Q2
$202K Buy
2025
Q1
Sell
2024
Q4
$410K Sell
2024
Q3
$449K Sell
2024
Q2
$496K Sell
2024
Q1
$465K Sell
2023
Q4
$433K Buy
2023
Q3
$286K Sell
2023
Q2
$668K Buy
2023
Q1
$451K Sell
2022
Q4
$424K Sell
2022
Q3
$375K Buy
2022
Q2
$412K Buy
2022
Q1
$434K Buy
2021
Q4
$455K Buy