Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$597K Buy
2025
Q2
$205K Buy
2025
Q1
$230K Sell
2024
Q4
$202K Sell
2024
Q3
$209K Sell
2024
Q2
$231K Sell
2024
Q1
$235K Buy
2023
Q4
$221K Buy
2023
Q3
$232K Buy
2023
Q2
$216K Sell
2023
Q1
$227K Buy
2022
Q4
$196K Buy
2022
Q3
$156K Buy
2022
Q2
$157K Hold
2022
Q1
$176K Sell
2021
Q4
$133K Buy