Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$687K Sell
2025
Q2
$573K Buy
2025
Q1
$397K Sell
2024
Q4
$506K Buy
2024
Q3
$427K Buy
2024
Q2
$359K Buy
2022
Q1
Sell
2021
Q4
$343K Buy
2021
Q3
$251K Buy
2021
Q2
$251K Sell
2021
Q1
$319K Sell
2020
Q4
$298K Buy