Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$713K Sell
2025
Q2
$660K Buy
2025
Q1
$354K Buy
2024
Q4
$287K Buy
2024
Q3
Sell
2024
Q2
$419K Sell
2024
Q1
$472K Buy
2023
Q4
$367K Sell
2023
Q3
$390K Sell
2023
Q2
$402K Sell
2023
Q1
$406K Buy
2022
Q4
$334K Sell
2022
Q3
$315K Buy
2022
Q2
$503K Sell
2022
Q1
$515K Buy
2021
Q4
$512K Buy
2021
Q3
$439K Buy
2021
Q2
$453K Buy
2021
Q1
$391K Buy