Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Sell
2025
Q2
$386K Buy
2025
Q1
$345K Buy
2024
Q4
$210K Buy
2023
Q3
Sell
2023
Q2
$585K Sell
2023
Q1
$924K Sell
2022
Q4
$1.08M Sell
2022
Q3
$1.05M Buy
2022
Q2
$1.1M Buy
2022
Q1
$1.05M Buy
2021
Q4
$1.03M Buy