Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$491K Sell
2025
Q2
$414K Buy
2025
Q1
$292K Buy
2024
Q4
$433K Sell
2024
Q3
$503K Sell
2024
Q2
$417K Sell
2024
Q1
$379K Sell
2023
Q4
$606K Sell
2023
Q3
$615K Sell
2023
Q2
$658K Sell
2023
Q1
$539K Buy
2022
Q4
$305K Buy
2022
Q3
$578K Buy
2022
Q2
$482K Buy
2022
Q1
$603K Sell
2021
Q4
$750K Sell
2021
Q3
$664K Sell
2021
Q2
$725K Buy
2021
Q1
$691K Buy