Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$319K Sell
2025
Q2
$629K Buy
2025
Q1
$190K Sell
2024
Q4
$485K Sell
2024
Q3
$630K Buy
2024
Q2
$106K Sell
2024
Q1
$164K Sell
2023
Q4
$238K Buy
2023
Q3
$108K Sell
2023
Q2
$151K Buy
2023
Q1
$94.1K Sell
2022
Q4
$850K Buy
2022
Q3
$23K Buy
2022
Q1
Sell
2021
Q4
$118K Buy
2021
Q3
$15K Buy