Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$956K Buy
2025
Q2
$710K Sell
2025
Q1
$775K Buy
2024
Q4
$568K Buy
2024
Q3
$594K Buy
2024
Q2
$470K Buy
2024
Q1
$509K Sell
2023
Q4
$709K Buy
2023
Q3
$387K Buy
2023
Q2
$328K Buy
2023
Q1
$333K Sell
2022
Q4
$347K Hold
2022
Q3
$301K Buy
2022
Q2
$359K Buy
2022
Q1
$372K Buy
2021
Q4
$315K Buy
2021
Q3
$254K Sell
2021
Q2
$251K Buy
2021
Q1
$247K Buy