Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$401K Sell
2024
Q4
$374K Sell
2024
Q3
$395K Sell
2024
Q2
$449K Sell
2024
Q1
$476K Sell
2023
Q4
$456K Buy
2023
Q3
$480K Sell
2023
Q2
$463K Sell
2023
Q1
$458K Buy
2022
Q4
$427K Buy
2022
Q3
$289K Buy
2022
Q2
$267K Buy
2022
Q1
$227K Buy