Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$953K Sell
2025
Q2
$809K Buy
2025
Q1
$576K Buy
2024
Q4
$416K Buy
2024
Q3
$426K Buy
2024
Q2
$241K Buy
2023
Q3
Sell
2023
Q2
$651K Buy
2023
Q1
$416K Sell
2022
Q4
$396K Buy
2022
Q2
Sell
2022
Q1
$209K Sell
2021
Q4
$283K Sell
2021
Q3
$225K Hold
2021
Q2
$218K Buy