Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$623K Buy
2025
Q2
$589K Buy
2024
Q3
Sell
2024
Q2
$351K Buy
2024
Q1
Sell
2023
Q4
$941K Buy
2023
Q3
Sell
2023
Q2
$902K Buy
2023
Q1
Sell
2022
Q4
$315K Buy
2022
Q1
Sell
2021
Q4
$211K Buy
2021
Q3
Sell
2021
Q2
$235K Sell
2021
Q1
$1.16M Buy
2020
Q4
$786K Buy