Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$556K Buy
2025
Q2
$532K Sell
2025
Q1
$497K Sell
2024
Q4
$530K Buy
2024
Q3
$527K Sell
2024
Q2
$574K Buy
2024
Q1
$527K Buy
2023
Q4
$355K Sell
2023
Q3
$689K Buy
2023
Q2
$659K Sell
2023
Q1
$757K Buy
2022
Q4
$527K Buy
2022
Q3
$273K Sell
2022
Q2
$424K Sell
2022
Q1
$576K Buy
2021
Q4
$386K Buy
2021
Q3
$326K Buy