Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$776K Buy
2025
Q2
$810K Buy
2025
Q1
$663K Buy
2024
Q4
$600K Sell
2024
Q3
$583K Buy
2024
Q2
$374K Buy
2024
Q1
$266K Buy
2023
Q4
Sell
2023
Q3
$369K Sell
2023
Q2
$380K Buy
2023
Q1
$314K Sell
2022
Q4
$243K Sell
2022
Q3
$337K Sell
2022
Q2
$312K Buy
2022
Q1
$479K Sell
2021
Q4
$1.06M Sell
2021
Q3
$1.19M Buy
2021
Q2
$780K Buy