Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$173K Sell
2025
Q2
$224K Sell
2025
Q1
$251K Sell
2024
Q4
$393K Sell
2024
Q3
$506K Sell
2024
Q2
$490K Buy
2024
Q1
$533K Sell
2023
Q4
$432K Sell
2023
Q3
$356K Sell
2023
Q2
$436K Sell
2023
Q1
$561K Buy
2022
Q4
$490K Sell
2022
Q3
$546K Buy
2022
Q2
$460K Buy
2022
Q1
$673K Buy
2021
Q4
$454K Buy