Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$165K Sell
2025
Q2
$153K Sell
2025
Q1
$139K Sell
2024
Q4
$225K Sell
2024
Q3
$313K Buy
2024
Q2
$297K Sell
2024
Q1
$303K Buy
2023
Q4
$278K Sell
2023
Q3
$322K Sell
2023
Q2
$769K Buy
2023
Q1
$635K Buy
2022
Q4
$551K Sell
2022
Q3
$594K Buy
2022
Q2
$428K Sell
2022
Q1
$686K Buy
2021
Q3
Sell
2021
Q2
$5.57M Buy
2021
Q1
$3.92M Buy