Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$229K Sell
2025
Q2
$191K Sell
2025
Q1
$226K Buy
2024
Q4
$220K Sell
2024
Q3
$302K Buy
2024
Q2
$248K Sell
2024
Q1
$496K Sell
2023
Q4
$1.54M Buy
2023
Q3
$1.27M Buy
2023
Q2
$665K Buy
2023
Q1
$597K Buy
2022
Q4
$420K Buy
2022
Q3
$454K Buy
2022
Q2
$536K Buy
2022
Q1
Sell
2021
Q4
$837K Buy
2021
Q2
Sell
2021
Q1
$630K Buy