Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$467K Sell
2025
Q2
$465K Sell
2025
Q1
$460K Sell
2024
Q4
$409K Buy
2024
Q3
$273K Sell
2024
Q2
$245K Buy
2024
Q1
$202K Sell
2023
Q4
$259K Sell
2023
Q3
$363K Sell
2023
Q2
$486K Buy
2023
Q1
$355K Buy
2022
Q4
$405K Sell
2022
Q3
$381K Sell
2022
Q2
$468K Buy
2022
Q1
$522K Buy
2021
Q4
$621K Buy