Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$539K Buy
2025
Q2
$528K Buy
2025
Q1
$400K Sell
2024
Q4
$374K Sell
2024
Q3
$403K Buy
2024
Q2
$315K Buy
2022
Q4
Sell
2022
Q3
$643K Sell
2022
Q2
$784K Buy
2022
Q1
$92K Sell
2021
Q4
$116K Sell
2021
Q3
$584K Buy
2021
Q2
$604K Buy
2021
Q1
$473K Buy
2020
Q4
$289K Buy