Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$620K Sell
2025
Q2
$592K Buy
2025
Q1
$416K Sell
2024
Q4
$522K Buy
2024
Q3
$456K Buy
2024
Q2
$422K Buy
2024
Q1
$417K Sell
2023
Q4
$321K Buy
2023
Q3
$274K Buy
2023
Q2
$219K Hold
2023
Q1
$187K Buy
2022
Q4
$129K Buy
2022
Q3
$98K Buy
2022
Q2
$81K Buy
2022
Q1
$84K Sell
2021
Q4
$425K Buy