Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$301K Sell
2025
Q2
$364K Sell
2025
Q1
$427K Sell
2024
Q4
$471K Sell
2024
Q3
$709K Sell
2024
Q2
$710K Buy
2024
Q1
$601K Buy
2023
Q4
$526K Sell
2023
Q3
$468K Sell
2023
Q2
$517K Sell
2023
Q1
$674K Sell
2022
Q4
$620K Buy