Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$442K Sell
2025
Q2
$318K Buy
2025
Q1
$259K Sell
2024
Q4
$446K Buy
2024
Q3
$268K Sell
2024
Q2
$208K Buy
2023
Q3
Sell
2023
Q2
$209K Buy
2022
Q4
Sell
2022
Q3
$329K Buy
2022
Q2
Sell
2022
Q1
$284K Buy
2021
Q4
$240K Buy