Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$503K Buy
2025
Q2
$526K Buy
2025
Q1
$516K Sell
2024
Q4
$640K Buy
2024
Q3
$587K Buy
2024
Q2
$471K Sell
2024
Q1
$569K Buy
2023
Q4
$465K Buy
2023
Q3
$318K Sell
2023
Q2
$346K Buy
2023
Q1
$262K Buy
2021
Q1
Sell
2020
Q4
$1K Buy