Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$603K Sell
2025
Q2
$593K Sell
2025
Q1
$435K Buy
2024
Q4
$425K Sell
2024
Q3
$280K Buy
2024
Q2
$263K Sell
2024
Q1
$436K Buy
2023
Q4
$252K Buy
2023
Q3
Sell
2023
Q2
$223K Sell
2023
Q1
$393K Buy
2022
Q4
$205K Sell
2022
Q3
$322K Sell
2022
Q2
$302K Buy
2022
Q1
$340K Buy
2021
Q4
$540K Buy
2021
Q3
Sell
2021
Q2
$236K Buy