Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$470K Sell
2025
Q2
$494K Sell
2025
Q1
$499K Buy
2024
Q4
$388K Buy
2024
Q3
$349K Buy
2023
Q1
Sell
2022
Q4
$228K Sell
2022
Q3
$211K Sell
2022
Q2
$314K Sell
2022
Q1
$323K Buy
2021
Q4
Sell
2021
Q3
$379K Sell
2021
Q2
$407K Buy
2021
Q1
$304K Buy
2020
Q4
Sell
2020
Q3
$206K Sell
2020
Q2
$238K Sell
2020
Q1
$259K Buy