Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$535K Buy
2025
Q2
$522K Sell
2025
Q1
$445K Buy
2024
Q4
Sell
2024
Q3
$1.12M Buy
2024
Q2
$585K Buy
2024
Q1
$471K Buy
2023
Q4
$331K Sell
2023
Q3
$505K Sell
2023
Q2
$1.52M Buy
2023
Q1
$202K Buy
2022
Q2
Sell
2022
Q1
$281K Buy
2021
Q4
$251K Buy
2021
Q3
Sell
2021
Q2
$282K Buy
2019
Q2
Sell
2019
Q1
$3K Buy