Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$395K Sell
2025
Q3
$393K Sell
2025
Q2
$395K Sell
2025
Q1
$452K Sell
2024
Q4
$528K Sell
2024
Q3
$480K Buy
2024
Q2
$423K Sell
2024
Q1
$405K Buy
2023
Q4
$333K Sell
2023
Q3
$296K Buy
2023
Q2
$235K Sell
2023
Q1
$248K Buy
2022
Q4
$239K Sell
2022
Q3
$213K Buy
2022
Q2
$221K Sell
2022
Q1
$275K Sell
2021
Q4
$319K Buy
2021
Q3
$301K Buy
2021
Q2
$282K Buy
2021
Q1
$269K Buy