Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$110K Sell
2025
Q2
$330K Buy
2025
Q1
$103K Sell
2024
Q4
$225K Sell
2024
Q3
$502K Buy
2024
Q2
Sell
2024
Q1
$404K Buy
2023
Q4
$352K Sell
2023
Q3
$728K Sell
2023
Q2
$1.08M Buy
2023
Q1
$973K Buy
2022
Q4
$175K Sell
2022
Q3
$428K Buy
2022
Q2
$104K Sell
2022
Q1
$288K Buy
2021
Q4
$183K Buy