Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$518K Buy
2025
Q2
$484K Buy
2025
Q1
$438K Buy
2024
Q4
$349K Buy
2024
Q3
$280K Sell
2024
Q2
$333K Sell
2024
Q1
$362K Buy
2023
Q4
$202K Buy
2022
Q1
Sell
2021
Q4
$226K Sell
2021
Q3
$433K Sell
2021
Q2
$528K Buy
2021
Q1
$487K Buy