Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$455K Sell
2025
Q1
$614K Sell
2024
Q4
$601K Sell
2024
Q3
$742K Buy
2024
Q2
$777K Buy
2024
Q1
$721K Buy
2023
Q4
$653K Buy
2023
Q3
$676K Buy
2023
Q2
$589K Buy
2023
Q1
$552K Sell
2022
Q4
$613K Buy
2022
Q3
$461K Sell
2022
Q2
$457K Buy
2022
Q1
$343K Sell
2021
Q4
$394K Sell
2021
Q3
$416K Sell
2021
Q2
$759K Buy