Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$448K Buy
2025
Q2
$307K Buy
2025
Q1
$277K Sell
2024
Q4
$234K Sell
2024
Q3
$304K Sell
2024
Q2
$333K Buy
2024
Q1
$181K Sell
2023
Q4
$237K Sell
2023
Q3
$240K Buy
2023
Q2
$231K Sell
2023
Q1
$223K Buy
2022
Q4
$282K Sell
2022
Q3
$262K Buy
2022
Q2
$203K Sell
2022
Q1
$250K Buy
2021
Q4
$238K Sell
2021
Q3
$240K Buy