Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Sell
2025
Q2
$501K Buy
2025
Q1
$366K Buy
2024
Q2
Sell
2024
Q1
$173K Sell
2023
Q4
$571K Sell
2023
Q3
$910K Buy
2023
Q2
$943K Buy
2022
Q2
Sell
2022
Q1
$84K Sell
2021
Q4
$198K Buy
2021
Q3
$202K Sell
2021
Q2
$480K Buy
2021
Q1
$365K Buy
2020
Q4
Sell
2020
Q3
$324K Buy