Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$536K Sell
2025
Q2
$496K Buy
2025
Q1
$471K Buy
2024
Q4
$379K Buy
2024
Q3
$269K Buy
2024
Q2
$224K Sell
2024
Q1
$354K Sell
2023
Q4
$518K Buy
2023
Q3
$392K Buy
2023
Q2
$346K Buy
2023
Q1
$338K Sell
2022
Q4
$288K Buy
2022
Q2
Sell
2022
Q1
$205K Buy
2021
Q4
$239K Buy
2020
Q4
Sell
2020
Q3
$214K Buy