Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$554K Buy
2025
Q2
$493K Buy
2025
Q1
$405K Buy
2024
Q4
$524K Sell
2024
Q3
$564K Sell
2024
Q2
$500K Sell
2024
Q1
$421K Hold
2023
Q4
$421K Buy
2023
Q3
$255K Buy
2023
Q2
$231K Buy
2022
Q2
Sell
2022
Q1
$221K Buy
2021
Q4
$240K Sell
2021
Q3
$243K Sell
2021
Q2
$244K Sell
2021
Q1
$220K Buy