Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$158K Sell
2025
Q2
$377K Buy
2025
Q1
$124K Sell
2024
Q4
$208K Sell
2024
Q3
$948K Sell
2024
Q2
$865K Buy
2024
Q1
$948K Buy
2023
Q4
$858K Buy
2023
Q3
$607K Buy
2023
Q2
$430K Sell
2023
Q1
$433K Buy
2022
Q4
$281K Sell
2022
Q3
$282K Buy
2022
Q2
$321K Buy
2022
Q1
$185K Buy
2021
Q4
$173K Sell
2021
Q3
$138K Buy
2021
Q2
$118K Buy