Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Sell
2025
Q2
$361K Sell
2025
Q1
$234K Buy
2024
Q4
$264K Sell
2024
Q3
$296K Buy
2024
Q2
$212K Buy
2024
Q1
$268K Buy
2023
Q4
$235K Buy
2023
Q3
$240K Sell
2023
Q2
$279K Sell
2023
Q1
$251K Sell
2022
Q4
$159K Buy
2022
Q3
$211K Buy
2022
Q1
$222K Buy
2021
Q4
$214K Buy