Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Sell
2025
Q2
$622K Sell
2025
Q1
$651K Buy
2024
Q4
$246K Buy
2024
Q3
$306K Buy
2024
Q2
Sell
2024
Q1
$306K Sell
2023
Q4
$302K Buy
2023
Q3
$239K Sell
2023
Q2
$312K Sell
2023
Q1
$467K Buy
2022
Q4
$464K Sell
2022
Q3
$593K Buy
2022
Q2
$390K Sell
2022
Q1
$481K Buy
2021
Q4
$517K Buy
2021
Q3
$543K Buy
2021
Q2
$281K Buy