Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$509K Sell
2025
Q2
$437K Sell
2025
Q1
$335K Buy
2024
Q4
$309K Buy
2024
Q3
$373K Buy
2024
Q2
$391K Buy
2024
Q1
$312K Sell
2023
Q4
$260K Buy
2023
Q3
$202K Buy
2023
Q1
Sell
2022
Q4
$217K Buy
2022
Q1
Sell
2021
Q4
$203K Buy