Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$361K Sell
2025
Q2
$352K Sell
2025
Q1
$482K Buy
2024
Q4
$516K Sell
2024
Q3
$609K Sell
2024
Q2
$664K Sell
2024
Q1
$716K Buy
2023
Q4
$473K Buy
2023
Q3
$415K Sell
2023
Q2
$473K Sell
2023
Q1
$494K Sell
2022
Q4
$549K Buy
2022
Q3
$346K Buy
2022
Q2
$353K Sell
2022
Q1
$319K Buy
2021
Q4
$282K Buy