Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Buy
2025
Q2
$399K Buy
2025
Q1
$289K Sell
2024
Q4
$395K Buy
2024
Q3
$424K Buy
2024
Q2
$311K Sell
2024
Q1
$1.27M Buy
2023
Q4
$894K Buy
2022
Q2
Sell
2022
Q1
$284K Buy
2021
Q4
$289K Sell
2021
Q3
$379K Buy
2021
Q2
$214K Sell
2021
Q1
$223K Buy
2020
Q4
Sell
2020
Q3
$297K Sell
2020
Q2
$266K Buy