Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$273K Sell
2025
Q2
$311K Sell
2025
Q1
$322K Sell
2024
Q4
$492K Sell
2024
Q3
$665K Buy
2024
Q2
$483K Sell
2024
Q1
$794K Buy
2023
Q4
$407K Sell
2023
Q3
$810K Sell
2023
Q2
$789K Buy
2023
Q1
$259K Buy
2022
Q1
Sell
2021
Q4
$287K Buy
2021
Q3
$226K Buy
2020
Q3
Sell
2020
Q2
$1K Buy