Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Sell
2025
Q2
$220K Buy
2025
Q1
Sell
2024
Q4
$227K Sell
2024
Q3
$261K Sell
2024
Q2
$408K Sell
2024
Q1
$641K Sell
2023
Q4
$794K Buy
2023
Q3
$590K Buy
2023
Q2
$518K Sell
2023
Q1
$570K Sell
2022
Q4
$563K Buy
2022
Q3
$218K Buy
2022
Q2
$296K Buy
2022
Q1
$358K Sell
2021
Q4
$430K Buy