Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$494K Buy
2025
Q2
$507K Buy
2025
Q1
$415K Sell
2024
Q4
$368K Buy
2024
Q3
$369K Sell
2024
Q2
$292K Buy
2024
Q1
$321K Buy
2023
Q4
$247K Sell
2023
Q3
$215K Sell
2023
Q2
$213K Sell
2023
Q1
$258K Buy
2022
Q4
$276K Buy
2022
Q3
$231K Hold
2022
Q2
$274K Sell
2022
Q1
$256K Sell
2021
Q4
$275K Buy