Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$731K Buy
2025
Q2
$581K Sell
2025
Q1
$451K Sell
2024
Q4
$659K Buy
2024
Q3
$416K Sell
2024
Q2
$419K Sell
2024
Q1
$739K Buy
2023
Q4
$288K Sell
2023
Q3
$1.75M Buy
2023
Q2
$338K Sell
2023
Q1
$256K Sell
2022
Q4
$235K Buy
2022
Q3
$172K Sell
2022
Q2
$259K Buy
2022
Q1
$257K Buy
2021
Q4
$178K Buy