Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$416K Sell
2025
Q2
$451K Sell
2025
Q1
$527K Sell
2024
Q4
$604K Sell
2024
Q3
$780K Buy
2024
Q2
$795K Buy
2024
Q1
$847K Buy
2023
Q4
$699K Sell
2023
Q3
$661K Sell
2023
Q2
$766K Buy
2023
Q1
$702K Buy
2022
Q4
$731K Buy
2022
Q3
$525K Buy
2022
Q2
$533K Sell
2022
Q1
$536K Buy
2021
Q4
$467K Buy