Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$418K Sell
2025
Q1
$483K Sell
2024
Q4
$403K Sell
2024
Q3
$441K Sell
2024
Q2
$460K Sell
2024
Q1
$499K Sell
2023
Q4
$601K Buy
2023
Q2
$651K Sell
2023
Q1
$649K Sell
2022
Q4
$699K Buy
2022
Q2
$523K Buy
2022
Q1
$527K Buy
2021
Q4
$363K Sell
2021
Q3
$384K Buy