Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$744K Buy
2025
Q2
$563K Sell
2025
Q1
$559K Buy
2024
Q4
$577K Buy
2024
Q3
$567K Buy
2024
Q2
$449K Buy
2024
Q1
$514K Buy
2023
Q4
$412K Sell
2023
Q3
$327K Buy
2023
Q2
$331K Buy
2023
Q1
$301K Hold
2022
Q4
$236K Buy
2022
Q3
$10K Hold
2022
Q2
$11K Hold
2022
Q1
$13K Hold
2021
Q4
$17K Buy
2021
Q3
Sell
2021
Q2
$16K Buy