Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$731K Buy
2025
Q2
$514K Sell
2025
Q1
$393K Buy
2024
Q4
$654K Sell
2024
Q3
$446K Buy
2024
Q2
$336K Buy
2024
Q1
$277K Buy
2023
Q4
$379K Buy
2023
Q3
$369K Hold
2023
Q2
$386K Hold
2023
Q1
$306K Sell
2022
Q4
$252K Sell
2022
Q3
$551K Hold
2022
Q2
$466K Buy
2022
Q1
$744K Hold
2021
Q4
$729K Buy
2020
Q2
Sell
2020
Q1
$308K Buy