Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$593K Sell
2025
Q2
$747K Buy
2025
Q1
$565K Buy
2024
Q4
$303K Sell
2024
Q3
$1.81M Buy
2024
Q2
$247K Buy
2024
Q1
$108K Sell
2023
Q4
$403K Buy
2023
Q3
$251K Sell
2023
Q2
$316K Sell
2023
Q1
$593K Buy
2022
Q4
$59.5K Sell
2022
Q3
$137K Sell
2022
Q2
$540K Buy
2022
Q1
$112K Buy
2021
Q4
$71K Buy