Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$162K Sell
2025
Q2
$190K Sell
2025
Q1
$245K Sell
2024
Q4
$232K Buy
2024
Q3
$212K Buy
2024
Q2
$218K Sell
2024
Q1
$227K Sell
2023
Q4
$382K Sell
2023
Q3
$612K Buy
2023
Q2
$482K Buy
2023
Q1
$458K Buy
2022
Q4
$464K Sell
2022
Q3
$423K Buy
2022
Q2
$416K Sell
2022
Q1
$535K Buy
2021
Q4
$165K Buy