Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$339K Buy
2025
Q2
$297K Sell
2025
Q1
$232K Sell
2024
Q4
$351K Buy
2024
Q3
$366K Sell
2024
Q2
$447K Sell
2024
Q1
$764K Sell
2023
Q4
$1.12M Buy
2023
Q3
$689K Sell
2023
Q2
$784K Sell
2023
Q1
$890K Buy
2022
Q4
$830K Buy
2022
Q3
$521K Buy
2022
Q2
$542K Buy
2022
Q1
$400K Buy
2021
Q4
$314K Buy