Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$678K Sell
2025
Q2
$562K Buy
2025
Q1
$589K Buy
2024
Q4
$597K Sell
2024
Q3
$875K Buy
2024
Q2
$393K Sell
2024
Q1
$875K Sell
2023
Q4
$1.1M Sell
2023
Q3
$1.14M Buy
2023
Q2
$737K Buy
2023
Q1
$794K Buy
2022
Q4
$666K Buy
2022
Q3
$506K Buy
2022
Q1
Sell
2021
Q4
$224K Buy