Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$582K Sell
2025
Q2
$645K Buy
2025
Q1
$508K Buy
2024
Q4
$520K Sell
2024
Q3
$851K Buy
2024
Q2
$404K Buy
2023
Q4
Sell
2023
Q3
$374K Sell
2023
Q2
$693K Sell
2023
Q1
$585K Buy
2022
Q4
$463K Sell
2022
Q3
$461K Buy
2022
Q2
$573K Buy
2022
Q1
$404K Buy
2021
Q4
$214K Hold
2021
Q3
$217K Buy
2021
Q2
$218K Buy