Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$431K Buy
2025
Q2
$358K Sell
2025
Q1
$509K Sell
2024
Q4
$691K Buy
2024
Q3
$742K Buy
2024
Q2
$685K Buy
2024
Q1
$510K Sell
2023
Q4
$519K Buy
2023
Q3
$379K Buy
2023
Q2
$395K Sell
2023
Q1
$378K Sell
2022
Q4
$358K Buy
2022
Q3
$303K Sell
2022
Q2
$408K Buy
2022
Q1
$406K Sell
2021
Q4
$490K Buy
2020
Q3
Sell
2020
Q2
$44K Buy