Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$102K Sell
2025
Q2
$237K Sell
2025
Q1
$335K Sell
2024
Q4
$594K Buy
2024
Q3
$738K Buy
2024
Q2
$770K Sell
2024
Q1
$738K Buy
2023
Q4
$563K Buy
2023
Q3
$536K Sell
2023
Q2
$464K Buy
2023
Q1
$259K Sell
2022
Q4
$293K Sell
2022
Q3
$328K Buy
2022
Q2
$303K Buy
2022
Q1
$278K Buy
2021
Q4
$212K Sell
2021
Q3
$225K Buy
2021
Q2
$188K Buy
2021
Q1
$94K Buy