Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$280K Sell
2025
Q2
$339K Sell
2025
Q1
$371K Sell
2024
Q4
$374K Buy
2024
Q3
$422K Buy
2024
Q2
$363K Buy
2024
Q1
$323K Sell
2023
Q4
$325K Buy
2023
Q3
$75.1K Buy
2023
Q2
$54.5K Buy
2023
Q1
$46.1K Sell
2022
Q4
$155K Buy
2022
Q1
Sell
2021
Q4
$288K Buy