Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$907K Sell
2025
Q2
$706K Buy
2025
Q1
$563K Buy
2024
Q4
$662K Buy
2024
Q3
$383K Buy
2024
Q2
$259K Buy
2024
Q1
Sell
2023
Q4
$286K Sell
2023
Q3
$300K Sell
2023
Q2
$325K Sell
2023
Q1
$258K Buy
2022
Q4
Sell
2022
Q3
$325K Sell
2022
Q2
$306K Buy
2022
Q1
$341K Sell
2021
Q4
$340K Buy
2019
Q2
Sell
2019
Q1
$440K Buy