Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$234K Sell
2025
Q2
$381K Sell
2025
Q1
$495K Buy
2024
Q4
$237K Sell
2024
Q3
$268K Sell
2024
Q2
$302K Sell
2024
Q1
$399K Sell
2023
Q4
$419K Sell
2023
Q3
$490K Sell
2023
Q2
$554K Sell
2023
Q1
$561K Sell
2022
Q4
$559K Sell
2022
Q3
$548K Sell
2022
Q2
$610K Sell
2022
Q1
$766K Sell
2021
Q4
$711K Sell
2021
Q3
$678K Buy
2021
Q2
$356K Buy