Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$286K Buy
2025
Q2
$198K Sell
2025
Q1
$767K Buy
2024
Q4
$693K Buy
2024
Q3
$610K Sell
2024
Q2
$629K Buy
2024
Q1
$518K Sell
2023
Q4
$420K Sell
2023
Q3
$806K Buy
2023
Q2
$581K Buy
2023
Q1
$383K Sell
2022
Q4
$359K Buy
2022
Q3
$321K Buy
2022
Q2
$248K Buy
2022
Q1
$147K Sell
2021
Q4
$249K Buy
2021
Q3
$206K Buy
2021
Q2
$195K Buy