Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$746K Sell
2025
Q2
$730K Sell
2025
Q1
$586K Sell
2024
Q4
$496K Buy
2024
Q1
Sell
2023
Q4
$109K Buy
2023
Q2
Sell
2023
Q1
$73.1K Sell
2022
Q4
$110K Buy
2022
Q3
Sell
2022
Q2
$317K Buy
2022
Q1
$447K Buy
2021
Q4
$498K Buy
2021
Q3
$335K Sell
2021
Q2
$611K Buy
2021
Q1
$234K Buy