Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Sell
2025
Q2
$278K Sell
2025
Q1
$302K Sell
2024
Q4
$357K Sell
2024
Q3
$698K Sell
2024
Q2
$711K Buy
2024
Q1
$506K Sell
2023
Q4
$575K Sell
2023
Q3
$792K Sell
2023
Q2
$888K Sell
2023
Q1
$993K Sell
2022
Q4
$1.36M Buy
2022
Q3
$1.11M Buy
2022
Q2
$1.28M Buy
2022
Q1
$1.18M Sell
2021
Q4
$1.4M Buy