Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Sell
2025
Q2
$246K Sell
2025
Q1
$305K Sell
2024
Q4
$517K Sell
2024
Q3
$473K Sell
2024
Q2
$497K Buy
2024
Q1
$628K Buy
2023
Q4
$398K Buy
2023
Q3
$268K Buy
2023
Q2
$285K Buy
2023
Q1
Sell
2022
Q4
$250K Sell
2022
Q3
$292K Sell
2022
Q2
$276K Sell
2022
Q1
$467K Buy
2021
Q4
$722K Buy
2021
Q3
$851K Buy
2021
Q2
$847K Sell
2021
Q1
$759K Buy