Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$424K Sell
2025
Q2
$425K Sell
2025
Q1
$483K Buy
2024
Q4
$479K Sell
2024
Q3
$568K Sell
2024
Q2
$882K Buy
2024
Q1
$562K Sell
2023
Q4
$588K Sell
2023
Q3
$618K Buy
2023
Q2
$325K Sell
2023
Q1
$434K Sell
2022
Q4
$570K Buy
2022
Q3
$207K Buy
2022
Q2
$138K Sell
2022
Q1
$270K Buy
2021
Q4
$41K Buy