Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$419K Buy
2025
Q1
$338K Sell
2024
Q4
$488K Buy
2024
Q3
$394K Sell
2024
Q2
$415K Sell
2024
Q1
$559K Buy
2023
Q4
$437K Sell
2023
Q3
$730K Buy
2023
Q1
Sell
2022
Q4
$530K Buy
2022
Q3
$369K Buy
2022
Q2
$308K Buy
2022
Q1
$309K Buy
2021
Q4
$326K Buy
2021
Q3
$237K Sell
2021
Q2
$285K Buy
2021
Q1
$232K Buy