Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$487K Sell
2025
Q1
$453K Buy
2024
Q4
$453K Buy
2024
Q3
$403K Buy
2024
Q2
$121K Sell
2024
Q1
$174K Sell
2023
Q4
$201K Buy
2023
Q3
$161K Buy
2023
Q2
$174K Buy
2023
Q1
$159K Buy
2022
Q4
$97K Buy
2022
Q3
$83K Buy
2022
Q2
$86K Buy
2022
Q1
$92K Buy
2021
Q4
$20K Buy
2021
Q3
$15K Hold
2021
Q2
$16K Buy