Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$296K Buy
2025
Q2
$274K Buy
2025
Q1
$193K Buy
2024
Q4
$197K Sell
2024
Q3
$188K Sell
2024
Q2
$294K Sell
2024
Q1
$372K Sell
2023
Q4
$506K Buy
2023
Q3
$310K Buy
2023
Q2
$335K Buy
2023
Q1
$292K Buy
2022
Q4
$258K Buy
2022
Q3
$101K Buy
2022
Q2
$91K Sell
2022
Q1
$146K Sell
2021
Q4
$892K Buy