Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$491K Buy
2025
Q2
$216K Sell
2025
Q1
$228K Sell
2024
Q4
$486K Buy
2024
Q3
$349K Sell
2024
Q2
$457K Buy
2024
Q1
$429K Buy
2023
Q4
$335K Buy
2023
Q3
$236K Buy
2023
Q2
$259K Buy
2023
Q1
$236K Sell
2022
Q4
$225K Buy
2022
Q1
Sell
2021
Q4
$205K Buy