Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$477K Sell
2025
Q2
$617K Sell
2025
Q1
$665K Buy
2024
Q4
$617K Sell
2024
Q3
$621K Buy
2024
Q2
$594K Sell
2024
Q1
$518K Sell
2023
Q4
$515K Buy
2023
Q3
$424K Buy
2023
Q2
$394K Buy
2023
Q1
$362K Buy
2022
Q4
$316K Buy
2022
Q3
$323K Buy
2022
Q2
$220 Buy
2022
Q1
$226K Buy
2021
Q4
$206K Buy