Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Buy
2025
Q1
Sell
2024
Q4
$221K Sell
2024
Q3
$237K Sell
2024
Q2
$267K Sell
2024
Q1
$289K Sell
2023
Q4
$255K Sell
2023
Q3
$286K Sell
2023
Q2
$385K Sell
2023
Q1
$431K Sell
2022
Q4
$534K Buy
2022
Q3
$367K Buy
2022
Q2
$535K Sell
2022
Q1
$564K Buy
2021
Q4
$532K Buy
2021
Q3
$484K Buy
2021
Q2
$396K Sell
2021
Q1
$470K Buy