Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$565K Buy
2025
Q2
$487K Buy
2025
Q1
$475K Sell
2024
Q4
$634K Buy
2024
Q3
$653K Sell
2024
Q2
$605K Buy
2024
Q1
$585K Sell
2023
Q4
$567K Buy
2023
Q3
$246K Buy
2023
Q2
$225K Sell
2023
Q1
$256K Buy
2022
Q3
Sell
2022
Q2
$251K Sell
2022
Q1
$309K Buy
2021
Q1
$594K Buy
2020
Q4
$518K Buy