Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$145K Buy
2025
Q2
$130K Sell
2025
Q1
$136K Sell
2024
Q4
$158K Sell
2024
Q3
$177K Sell
2024
Q2
$218K Sell
2024
Q1
$360K Sell
2023
Q4
$334K Sell
2023
Q3
$713K Buy
2023
Q2
$883K Buy
2023
Q1
$733K Sell
2022
Q4
$820K Buy
2022
Q3
$608K Buy
2022
Q2
$589K Sell
2022
Q1
$810K Sell
2021
Q4
$1.54M Buy