Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$367K Sell
2025
Q2
$445K Buy
2025
Q1
$411K Buy
2024
Q4
$459K Sell
2024
Q3
$603K Buy
2024
Q2
$639K Sell
2024
Q1
$686K Buy
2023
Q4
$798K Buy
2023
Q3
$633K Buy
2023
Q2
$500K Sell
2023
Q1
$578K Sell
2022
Q4
$541K Buy
2022
Q3
Sell
2022
Q2
$396K Buy
2021
Q4
Sell
2021
Q3
$112K Buy