Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$450K Sell
2025
Q2
$595K Sell
2025
Q1
$431K Sell
2024
Q4
$514K Buy
2024
Q3
$224K Buy
2024
Q2
$16.9K Sell
2024
Q1
$149K Buy
2023
Q4
$102K Sell
2023
Q3
$135K Sell
2023
Q2
$223K Sell
2023
Q1
$263K Sell
2022
Q4
$306K Buy
2022
Q3
$115K Buy
2022
Q2
$56K Sell
2022
Q1
$129K Sell
2021
Q4
$234K Buy
2021
Q3
$126K Buy