Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$460K Sell
2025
Q2
$390K Buy
2025
Q1
$347K Buy
2024
Q4
$399K Buy
2024
Q3
$459K Sell
2024
Q2
$896K Buy
2024
Q1
$358K Sell
2023
Q4
$385K Buy
2023
Q3
$309K Sell
2023
Q2
$312K Sell
2023
Q1
$273K Buy
2022
Q4
$236K Buy
2022
Q3
$207K Buy
2022
Q2
$213K Buy
2022
Q1
$236K Sell
2021
Q4
$249K Sell
2021
Q3
$233K Buy