Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$491K Sell
2025
Q2
$538K Buy
2025
Q1
$431K Buy
2024
Q4
$482K Sell
2024
Q3
$418K Sell
2024
Q2
$440K Sell
2024
Q1
$421K Sell
2023
Q4
$401K Sell
2023
Q3
$338K Sell
2023
Q2
$357K Sell
2023
Q1
$580K Sell
2022
Q4
$473K Buy
2022
Q2
$640K Buy
2022
Q1
$743K Sell
2021
Q4
$824K Buy