Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Buy
2025
Q2
$419K Buy
2025
Q1
$386K Buy
2024
Q4
$310K Buy
2024
Q3
$298K Buy
2024
Q2
$203K Sell
2024
Q1
$188K Sell
2023
Q4
$354K Sell
2023
Q3
$355K Sell
2023
Q2
$407K Sell
2023
Q1
$550K Buy
2022
Q4
$505K Sell
2022
Q3
$469K Buy
2022
Q2
$567K Sell
2022
Q1
$815K Sell
2021
Q4
$867K Buy