Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$700K Buy
2025
Q2
$434K Buy
2025
Q1
$203K Buy
2024
Q4
$312K Sell
2024
Q3
$339K Sell
2024
Q2
$375K Buy
2024
Q1
$220K Buy
2023
Q4
$283K Sell
2023
Q3
$295K Sell
2023
Q2
$317K Sell
2023
Q1
$331K Sell
2022
Q4
$408K Sell
2022
Q3
$977K Buy
2022
Q2
$308K Buy
2022
Q1
$348K Hold
2021
Q4
$341K Buy
2021
Q3
$247K Buy
2018
Q3
Sell
2018
Q2
$53K Buy