Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$373K Sell
2025
Q2
$604K Sell
2025
Q1
$553K Buy
2024
Q4
$537K Buy
2024
Q3
$508K Buy
2024
Q2
$522K Sell
2024
Q1
$527K Sell
2023
Q4
$546K Buy
2023
Q3
$425K Sell
2023
Q2
$382K Buy
2023
Q1
$358K Buy
2022
Q4
$301K Buy
2022
Q3
$293K Buy
2022
Q2
$251 Buy
2022
Q1
$256K Buy
2021
Q4
$242K Buy