Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$520K Sell
2025
Q2
$589K Buy
2025
Q1
$474K Buy
2024
Q4
$450K Buy
2024
Q3
$389K Buy
2024
Q2
$449K Sell
2024
Q1
$726K Buy
2023
Q4
$514K Buy
2023
Q3
$366K Buy
2023
Q2
$320K Sell
2023
Q1
$319K Buy
2022
Q4
$207K Buy
2022
Q2
Sell
2022
Q1
$1.11M Buy
2021
Q4
$305K Buy
2021
Q3
$280K Buy
2021
Q2
$244K Buy