Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$490K Buy
2024
Q1
Sell
2023
Q4
$444K Buy
2023
Q3
$253K Sell
2023
Q2
$419K Sell
2023
Q1
$543K Buy
2022
Q4
$449K Sell
2022
Q3
$628K Sell
2022
Q2
$836K Sell
2022
Q1
$1.22M Buy
2021
Q4
$1.14M Buy
2021
Q3
$860K Buy
2021
Q2
$705K Buy
2021
Q1
$486K Buy
2020
Q4
$421K Buy