Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$516K Buy
2025
Q2
$506K Buy
2025
Q1
$478K Sell
2024
Q4
$422K Sell
2024
Q3
$468K Buy
2024
Q2
$344K Sell
2024
Q1
$362K Buy
2023
Q4
$369K Sell
2023
Q3
$382K Buy
2023
Q2
$376K Buy
2023
Q1
$384K Buy
2022
Q4
$347K Sell
2022
Q3
$322K Hold
2022
Q2
$378K Sell
2022
Q1
$476K Buy
2021
Q4
$549K Buy