Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$593K Buy
2025
Q2
$581K Sell
2025
Q1
$495K Buy
2024
Q4
$293K Buy
2024
Q3
$294K Sell
2024
Q2
$276K Sell
2024
Q1
$307K Sell
2023
Q4
$267K Sell
2023
Q3
$233K Sell
2023
Q2
$222K Buy
2023
Q1
$217K Buy
2022
Q1
Sell
2021
Q4
$113K Buy