Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$553K Buy
2025
Q2
$537K Sell
2025
Q1
$548K Sell
2024
Q4
$633K Buy
2024
Q3
$658K Buy
2024
Q2
$335K Sell
2024
Q1
$498K Buy
2023
Q4
$39.4K Sell
2023
Q3
$108K Sell
2023
Q2
$345K Buy
2023
Q1
Sell
2022
Q4
$453K Buy
2022
Q3
$29K Sell
2022
Q2
$43K Sell
2022
Q1
$204K Sell
2021
Q4
$327K Buy
2021
Q3
$262K Buy
2021
Q2
$237K Sell
2021
Q1
$248K Buy