Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$669K Buy
2025
Q2
$311K Sell
2025
Q1
$280K Sell
2024
Q4
$379K Buy
2024
Q3
$378K Buy
2024
Q2
$253K Sell
2024
Q1
$247K Sell
2023
Q4
$210K Buy
2023
Q3
$167K Sell
2023
Q2
$138K Sell
2023
Q1
$114K Buy
2022
Q4
$70K Buy
2022
Q3
$56K Sell
2022
Q2
$105K Sell
2022
Q1
$162K Buy
2021
Q4
$146K Sell
2021
Q3
$282K Sell
2021
Q2
$285K Sell
2021
Q1
$276K Buy