Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$595K Buy
2025
Q2
$560K Buy
2025
Q1
$385K Sell
2024
Q4
$328K Buy
2024
Q3
$293K Buy
2024
Q2
$248K Sell
2024
Q1
$231K Buy
2023
Q4
$172K Buy
2023
Q3
$121K Sell
2023
Q2
$132K Sell
2023
Q1
$238K Buy
2022
Q4
$221K Buy
2022
Q3
$173K Buy
2022
Q2
$555K Sell
2022
Q1
$193K Sell
2021
Q4
$11.3K Buy
2021
Q2
$263K Buy
2018
Q1
$481K Buy