Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$520K Sell
2025
Q2
$553K Buy
2025
Q1
$512K Buy
2024
Q4
$445K Buy
2024
Q3
$350K Buy
2024
Q2
$273K Sell
2024
Q1
$313K Sell
2023
Q4
$260K Sell
2023
Q3
$262K Buy
2023
Q2
$257K Buy
2023
Q1
$254K Buy
2022
Q3
Sell
2022
Q2
$234K Sell
2022
Q1
$325K Buy
2021
Q4
$204K Sell
2021
Q3
$197K Buy