Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$403K Buy
2025
Q2
$323K Sell
2025
Q1
$365K Sell
2024
Q4
$311K Sell
2024
Q3
$351K Sell
2024
Q2
$315K Sell
2024
Q1
$346K Sell
2023
Q4
$385K Buy
2023
Q3
$349K Buy
2023
Q2
$315K Buy
2023
Q1
$371K Buy
2022
Q4
$314K Buy
2022
Q3
$248K Sell
2022
Q2
$285K Buy
2022
Q1
$300K Buy
2021
Q4
$264K Buy