Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$127K Sell
2025
Q2
$1.08M Sell
2025
Q1
$965K Buy
2024
Q4
$841K Sell
2024
Q3
$885K Buy
2024
Q2
$692K Sell
2024
Q1
$786K Buy
2023
Q4
$673K Sell
2023
Q3
$642K Buy
2023
Q2
$86.4K Sell
2023
Q1
$94.7K Buy
2022
Q4
$101K Buy
2022
Q3
$84.6K Sell
2022
Q2
$101K Sell
2022
Q1
$98.8K Sell
2021
Q4
$108K Buy