Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$411K Sell
2025
Q2
$478K Sell
2025
Q1
$593K Sell
2024
Q4
$802K Buy
2024
Q3
$713K Buy
2024
Q2
$669K Buy
2024
Q1
$663K Sell
2023
Q4
$975K Buy
2023
Q3
$929K Buy
2023
Q2
$843K Buy
2023
Q1
$795K Sell
2022
Q4
$805K Sell
2022
Q3
$729K Buy
2022
Q2
$3.91K Buy
2022
Q1
$392K Hold
2021
Q4
$395K Buy