Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$387K Buy
2025
Q2
$390K Buy
2025
Q1
$319K Sell
2024
Q4
$272K Sell
2024
Q3
$281K Buy
2024
Q2
$251K Sell
2024
Q1
$382K Buy
2023
Q4
$369K Buy
2023
Q3
$323K Buy
2023
Q2
$355K Buy
2023
Q1
$329K Sell
2022
Q4
$358K Buy
2022
Q3
$309K Sell
2022
Q2
$1.53M Buy
2022
Q1
$1.44M Buy
2021
Q4
$1.66M Buy
2021
Q3
$1.27M Buy