Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$301K Sell
2025
Q2
$278K Buy
2025
Q1
$315K Sell
2024
Q4
$690K Sell
2024
Q3
$758K Sell
2024
Q2
$806K Sell
2024
Q1
$814K Sell
2023
Q4
$780K Sell
2023
Q3
$894K Sell
2023
Q2
$868K Buy
2023
Q1
$890K Buy
2022
Q4
$683K Buy
2022
Q3
$546K Buy
2022
Q2
$515K Buy
2022
Q1
$426K Buy
2021
Q4
$231K Buy