Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$833K Sell
2025
Q2
$817K Buy
2025
Q1
$388K Buy
2024
Q4
$393K Buy
2024
Q3
$322K Buy
2024
Q2
$275K Buy
2022
Q4
Sell
2022
Q3
$72K Buy
2022
Q2
$49K Buy
2022
Q1
$80K Hold
2021
Q4
$142K Sell
2021
Q3
$141K Hold
2021
Q2
$159K Hold
2021
Q1
$117K Buy
2020
Q4
$84K Buy
2020
Q3
$39K Buy