Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$283K Sell
2025
Q2
$377K Sell
2025
Q1
$395K Buy
2024
Q4
$404K Sell
2024
Q3
$328K Buy
2024
Q2
$276K Buy
2024
Q1
$232K Sell
2023
Q4
$208K Buy
2023
Q3
Sell
2023
Q2
$800K Sell
2023
Q1
$843K Buy
2022
Q4
$677K Sell
2022
Q3
$651K Buy
2022
Q2
$615K Buy
2022
Q1
$730K Buy
2021
Q4
$734K Buy
2021
Q3
$472K Hold
2021
Q2
$589K Buy
2021
Q1
$515K Buy