Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$584K Sell
2025
Q2
$767K Buy
2025
Q1
$675K Buy
2024
Q4
$328K Buy
2024
Q3
$270K Sell
2024
Q2
$346K Sell
2024
Q1
$608K Sell
2023
Q4
$505K Buy
2023
Q3
$509K Sell
2023
Q2
$512K Sell
2023
Q1
$523K Buy
2022
Q4
Sell
2022
Q3
$382K Buy
2022
Q2
$223K Sell
2022
Q1
$601K Buy
2021
Q4
$492K Sell
2021
Q3
$501K Buy
2021
Q2
$236K Buy