Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$229K Sell
2025
Q2
$257K Buy
2025
Q1
$219K Sell
2024
Q4
$220K Sell
2024
Q3
$299K Buy
2023
Q4
Sell
2023
Q3
$620K Sell
2023
Q2
$571K Buy
2023
Q1
$610K Buy
2022
Q4
$616K Sell
2022
Q3
$647K Sell
2022
Q2
$781K Buy
2022
Q1
$417K Buy
2021
Q4
$371K Sell
2021
Q3
$386K Sell
2021
Q2
$463K Buy
2021
Q1
Sell
2020
Q4
$113K Buy