Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$593K Sell
2025
Q2
$517K Buy
2025
Q1
$328K Sell
2024
Q4
$394K Buy
2024
Q3
$322K Buy
2024
Q2
$265K Buy
2024
Q1
$255K Buy
2023
Q4
Sell
2023
Q3
$191K Buy
2023
Q2
$181K Buy
2023
Q1
$134K Sell
2022
Q4
$126K Buy
2022
Q3
$88K Buy
2022
Q2
$72K Buy
2022
Q1
Sell
2021
Q4
$102K Buy