Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$513K Sell
2025
Q2
$371K Buy
2025
Q1
$296K Buy
2024
Q4
$421K Buy
2024
Q3
$258K Sell
2024
Q2
$213K Sell
2024
Q1
$268K Buy
2023
Q4
$202K Buy
2022
Q4
Sell
2022
Q3
$284K Buy
2022
Q2
Sell
2022
Q1
$315K Hold
2021
Q4
$309K Buy