Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$708K Buy
2025
Q2
$579K Buy
2025
Q1
$164K Sell
2024
Q4
$207K Sell
2024
Q3
$334K Buy
2024
Q2
$211K Buy
2024
Q1
$34.8K Hold
2023
Q4
$35.3K Sell
2023
Q3
$70.1K Buy
2023
Q2
$34.3K Sell
2023
Q1
$45.1K Sell
2022
Q4
$20K Buy
2019
Q4
Sell
2019
Q3
$151K Sell
2019
Q2
$432K Buy