Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$275K Sell
2025
Q1
$895K Buy
2024
Q4
$764K Buy
2024
Q3
$766K Buy
2024
Q2
$302K Sell
2024
Q1
$353K Buy
2022
Q1
Sell
2021
Q4
$363K Buy
2021
Q3
$335K Buy
2021
Q2
$319K Buy
2021
Q1
$294K Sell
2020
Q4
$352K Buy