Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Sell
2025
Q2
$486K Buy
2025
Q1
$409K Buy
2024
Q4
$234K Sell
2024
Q3
$226K Buy
2024
Q2
$204K Sell
2024
Q1
$344K Buy
2023
Q4
$254K Buy
2023
Q3
$162K Buy
2023
Q2
Sell
2023
Q1
$131K Buy
2022
Q4
Sell
2022
Q3
$126K Sell
2022
Q2
$164K Sell
2022
Q1
$287K Buy
2021
Q4
$362K Buy