Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$345K Sell
2025
Q2
$589K Buy
2025
Q1
$470K Sell
2024
Q4
$548K Sell
2024
Q3
$711K Buy
2024
Q2
$568K Sell
2024
Q1
$535K Sell
2023
Q4
$891K Sell
2023
Q3
$768K Buy
2023
Q2
$700K Sell
2023
Q1
$570K Sell
2022
Q4
$659K Buy
2022
Q3
$525K Buy
2022
Q2
$473 Sell
2022
Q1
$866K Sell
2021
Q4
$3.26K Buy
2021
Q2
$1.79M Buy