Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$736K Sell
2025
Q2
$592K Buy
2025
Q1
$365K Buy
2024
Q4
$421K Buy
2024
Q3
$424K Sell
2024
Q2
$368K Sell
2024
Q1
$329K Sell
2023
Q4
$494K Sell
2023
Q3
$600K Buy
2023
Q2
$563K Buy
2023
Q1
$392K Sell
2022
Q4
$406K Buy
2022
Q3
$247K Buy
2022
Q2
$263K Buy
2022
Q1
Sell
2021
Q4
$253K Sell
2021
Q3
$390K Buy
2021
Q2
$150K Buy