Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$510K Buy
2025
Q2
$433K Buy
2025
Q1
$415K Buy
2024
Q4
$312K Buy
2024
Q3
$319K Buy
2024
Q2
$336K Sell
2024
Q1
$296K Sell
2023
Q4
$361K Sell
2023
Q3
$328K Buy
2023
Q2
$304K Buy
2022
Q3
Sell
2022
Q2
$275K Buy
2022
Q1
$207K Hold
2021
Q4
$257K Buy
2021
Q3
$230K Hold
2021
Q2
$234K Buy