Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$425K Sell
2025
Q2
$440K Sell
2025
Q1
$548K Buy
2024
Q4
$451K Sell
2024
Q3
$484K Buy
2024
Q2
$314K Sell
2024
Q1
$681K Sell
2023
Q4
$759K Sell
2023
Q3
$779K Buy
2023
Q2
$786K Sell
2023
Q1
$879K Buy
2022
Q4
$609K Buy
2022
Q3
$422K Sell
2022
Q2
$1.28M Sell
2022
Q1
$1.96M Sell
2021
Q4
$3.1M Buy
2021
Q3
$2.47M Sell
2021
Q2
$2.81M Sell
2021
Q1
$3.18M Buy