Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$612K Buy
2025
Q2
$484K Buy
2025
Q1
Sell
2024
Q4
$271K Buy
2024
Q3
$319K Sell
2024
Q2
$291K Sell
2024
Q1
$311K Hold
2023
Q4
$304K Hold
2023
Q3
$304K Hold
2023
Q2
$312K Sell
2023
Q1
$266K Buy
2022
Q3
Sell
2022
Q2
$258K Buy
2022
Q1
$273K Sell
2021
Q4
$279K Buy
2021
Q3
$204K Buy