Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$566K Sell
2025
Q2
$655K Buy
2025
Q1
$338K Hold
2024
Q4
$297K Buy
2024
Q3
$294K Sell
2024
Q2
$398K Sell
2024
Q1
$542K Buy
2023
Q4
$473K Buy
2023
Q3
$372K Buy
2023
Q2
$358K Sell
2023
Q1
$395K Sell
2022
Q4
$720K Sell
2022
Q3
$719K Buy
2022
Q1
Sell
2021
Q4
$828K Buy