Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$254K Sell
2025
Q2
$314K Buy
2025
Q1
$187K Buy
2024
Q4
$191K Sell
2024
Q3
$201K Sell
2024
Q2
$360K Buy
2024
Q1
$380K Sell
2023
Q4
$144K Sell
2023
Q3
$138K Sell
2023
Q2
$143K Sell
2023
Q1
$218K Buy
2022
Q4
$179K Sell
2022
Q3
$176K Sell
2022
Q2
$191K Sell
2022
Q1
$295K Buy
2021
Q4
$326K Buy