Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$266K Buy
2025
Q2
$196K Sell
2025
Q1
$262K Buy
2024
Q4
$201K Sell
2024
Q3
$246K Sell
2024
Q2
$304K Sell
2024
Q1
$422K Sell
2023
Q4
$403K Sell
2023
Q3
$470K Buy
2023
Q2
$287K Buy
2023
Q1
$302K Buy
2022
Q4
$134K Buy
2022
Q3
$103K Sell
2022
Q2
$337K Sell
2022
Q1
$531K Sell
2021
Q4
$683K Buy
2021
Q3
$621K Sell
2021
Q2
$616K Sell
2021
Q1
$575K Buy