Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Sell
2025
Q2
$330K Sell
2025
Q1
$379K Sell
2024
Q4
$554K Sell
2024
Q3
$653K Sell
2024
Q2
$666K Buy
2024
Q1
$728K Buy
2023
Q4
$715K Sell
2023
Q3
$729K Buy
2023
Q2
$583K Buy
2023
Q1
$529K Buy
2022
Q4
$478K Sell
2022
Q3
$537K Buy
2022
Q2
$640K Sell
2022
Q1
$920K Sell
2021
Q4
$1.24M Buy