Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$592K Buy
2025
Q2
Sell
2025
Q1
$451K Buy
2024
Q4
Sell
2024
Q3
$522K Buy
2024
Q2
$518K Sell
2024
Q1
$575K Sell
2023
Q4
$583K Buy
2022
Q4
Sell
2022
Q3
$481K Sell
2022
Q2
$448K Sell
2022
Q1
$538K Buy
2021
Q4
$679K Sell
2021
Q3
$788K Buy
2021
Q2
Sell
2021
Q1
$530K Buy
2020
Q4
$423K Buy
2020
Q3
$249K Buy