Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$578K Buy
2025
Q2
$502K Sell
2025
Q1
$416K Sell
2024
Q4
$553K Sell
2024
Q3
$576K Buy
2024
Q2
$540K Buy
2024
Q1
$516K Buy
2023
Q4
$325K Buy
2023
Q3
$212K Buy
2023
Q2
$154K Buy
2023
Q1
$116K Buy
2022
Q4
$69.3K Buy
2022
Q3
$49K Buy
2022
Q2
$42K Buy
2022
Q1
$9K Hold
2021
Q4
$10.4K Buy