Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$312K Buy
2025
Q1
$272K Buy
2024
Q4
$225K Sell
2024
Q3
$336K Buy
2024
Q2
$248K Buy
2024
Q1
$277K Buy
2022
Q3
Sell
2022
Q2
$259K Sell
2022
Q1
$289K Sell
2021
Q4
$413K Buy
2021
Q3
$330K Buy
2021
Q2
$293K Sell
2021
Q1
$235K Buy