Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Sell
2025
Q2
$313K Buy
2025
Q1
$292K Buy
2024
Q4
$253K Sell
2024
Q3
$351K Buy
2024
Q2
$291K Sell
2024
Q1
$332K Sell
2023
Q4
$345K Sell
2023
Q3
$323K Sell
2023
Q2
$767K Buy
2022
Q4
$220K Buy
2022
Q3
Sell
2022
Q2
$443K Buy
2022
Q1
$211K Buy
2021
Q4
$159K Buy