Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$671K Sell
2025
Q2
$561K Buy
2025
Q1
$264K Buy
2024
Q4
$292K Sell
2024
Q3
$252K Sell
2024
Q2
$231K Buy
2024
Q1
$269K Sell
2023
Q4
$275K Sell
2023
Q3
$220K Sell
2023
Q2
$320K Buy
2023
Q1
$208K Buy
2021
Q4
Sell
2021
Q3
$201K Buy