Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$291K Buy
2025
Q2
$238K Sell
2025
Q1
$207K Sell
2024
Q4
$224K Sell
2024
Q3
$254K Sell
2024
Q2
$447K Sell
2024
Q1
$372K Sell
2023
Q4
$298K Buy
2023
Q3
$215K Sell
2023
Q2
$263K Sell
2023
Q1
$402K Sell
2022
Q4
$326K Sell
2022
Q3
$383K Sell
2022
Q2
$417K Buy
2022
Q1
$502K Sell
2021
Q4
$707K Sell
2021
Q3
$534K Buy