Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$527K Sell
2025
Q2
$569K Buy
2025
Q1
$459K Buy
2024
Q4
$353K Sell
2024
Q3
$435K Buy
2024
Q2
$342K Buy
2024
Q1
$259K Buy
2023
Q4
$206K Buy
2022
Q3
Sell
2022
Q2
$204K Hold
2022
Q1
$245K Hold
2021
Q4
$241K Sell
2021
Q3
$202K Buy