Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$341K Buy
2025
Q1
$223K Sell
2024
Q4
$336K Sell
2024
Q3
$426K Sell
2024
Q2
$649K Sell
2024
Q1
$855K Buy
2023
Q4
$703K Sell
2023
Q3
$731K Buy
2023
Q2
$317K Buy
2023
Q1
$233K Buy
2022
Q4
Sell
2022
Q3
$364K Buy
2022
Q2
Sell
2022
Q1
$360K Sell
2021
Q4
$939K Buy
2021
Q3
$715K Buy