Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$587K Sell
2025
Q2
$610K Buy
2025
Q1
$436K Buy
2024
Q4
$505K Sell
2024
Q3
$474K Buy
2024
Q2
$460K Buy
2024
Q1
$336K Buy
2023
Q4
$230K Buy
2023
Q3
Sell
2023
Q2
$282K Buy
2023
Q1
$200K Hold
2022
Q4
$200K Sell
2022
Q3
$267K Hold
2022
Q2
$267K Buy
2022
Q1
$336K Buy
2021
Q4
$359K Buy