Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$863K Buy
2025
Q2
$32K Sell
2025
Q1
$26K Sell
2024
Q4
$31K Sell
2024
Q3
$36K Sell
2024
Q2
$85K Sell
2024
Q1
$149K Sell
2023
Q4
$160K Sell
2023
Q3
$203K Sell
2023
Q2
$208K Sell
2023
Q1
$177K Sell
2022
Q4
$179K Buy
2022
Q3
$134K Buy
2022
Q2
$73K Sell
2022
Q1
$95K Buy
2021
Q4
$41K Buy