Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$668K Buy
2025
Q2
$533K Buy
2025
Q1
$504K Sell
2024
Q4
$483K Sell
2024
Q3
$638K Sell
2024
Q2
$647K Buy
2024
Q1
$638K Buy
2023
Q4
$527K Buy
2023
Q3
$512K Buy
2023
Q2
$212K Buy
2023
Q1
$200K Sell
2022
Q4
$412K Buy
2022
Q3
$246K Buy
2021
Q4
Sell
2021
Q3
$377K Buy
2021
Q2
$229K Buy
2020
Q2
Sell
2020
Q1
$39K Buy