Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$435K Buy
2025
Q2
$407K Sell
2025
Q1
$540K Sell
2024
Q4
$537K Sell
2024
Q3
$705K Buy
2024
Q2
$654K Sell
2024
Q1
$715K Buy
2023
Q4
$555K Buy
2023
Q3
$408K Buy
2023
Q2
$330K Buy
2022
Q1
Sell
2021
Q4
$213K Sell
2021
Q3
$230K Sell
2021
Q2
$262K Buy
2021
Q1
$276K Buy
2020
Q4
$253K Buy