Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$551K Sell
2025
Q2
$918K Buy
2025
Q1
$162K Sell
2024
Q4
$217K Buy
2024
Q2
Sell
2024
Q1
$101K Buy
2023
Q4
$78.8K Buy
2022
Q3
Sell
2022
Q2
$2K Buy
2022
Q1
Sell
2021
Q4
$16K Sell
2021
Q3
$31K Sell
2021
Q2
$154K Buy
2021
Q1
$2K Buy