Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$315K Sell
2025
Q2
$518K Buy
2025
Q1
$324K Sell
2024
Q4
$438K Buy
2024
Q3
$242K Buy
2024
Q2
$209K Sell
2024
Q1
$230K Buy
2023
Q4
$223K Sell
2023
Q3
$439K Buy
2022
Q2
Sell
2022
Q1
$339K Buy
2021
Q4
$476K Buy
2021
Q3
$472K Sell
2021
Q2
$589K Buy
2021
Q1
$259K Buy