Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$456K Buy
2025
Q2
$397K Buy
2025
Q1
$360K Sell
2024
Q4
$407K Sell
2024
Q3
$730K Buy
2024
Q2
$351K Sell
2024
Q1
$358K Sell
2023
Q4
$386K Buy
2023
Q3
$306K Buy
2023
Q2
$315K Buy
2023
Q1
$271K Buy
2022
Q4
$236K Buy
2022
Q3
$207K Buy
2022
Q2
$212K Sell
2022
Q1
$236K Sell
2021
Q4
$250K Buy
2021
Q3
$234K Buy