Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$591K Buy
2025
Q2
$545K Sell
2025
Q1
$550K Sell
2024
Q4
$528K Buy
2024
Q3
$539K Buy
2024
Q2
$525K Sell
2024
Q1
$573K Buy
2023
Q4
$533K Buy
2023
Q3
$420K Buy
2023
Q2
$362K Buy
2023
Q1
$288K Buy
2022
Q4
$269K Sell
2022
Q3
$205K Buy
2021
Q1
Sell
2020
Q4
$76K Buy