Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$613K Buy
2025
Q2
$562K Sell
2025
Q1
$476K Sell
2024
Q4
$434K Buy
2024
Q3
$431K Sell
2024
Q2
$348K Buy
2024
Q1
$383K Sell
2023
Q4
$332K Buy
2023
Q3
$262K Buy
2023
Q2
$250K Buy
2023
Q1
$217K Buy
2022
Q4
$145K Sell
2022
Q3
$140K Buy
2022
Q2
$107K Buy
2022
Q1
$79K Sell
2021
Q4
$121K Sell
2021
Q3
$125K Buy
2020
Q1
Sell
2019
Q4
$39K Buy