Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$334K Sell
2025
Q2
$383K Sell
2025
Q1
$490K Sell
2024
Q4
$575K Buy
2024
Q3
$667K Sell
2024
Q2
$725K Sell
2024
Q1
$764K Buy
2023
Q4
$891K Buy
2023
Q3
$708K Sell
2023
Q2
$702K Buy
2023
Q1
$442K Sell
2022
Q4
$408K Buy
2022
Q3
$331K Buy
2022
Q2
$274K Buy
2022
Q1
$287K Buy
2020
Q4
Sell
2020
Q3
$269K Buy