Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$590K Buy
2025
Q2
$509K Buy
2025
Q1
$383K Buy
2024
Q4
$235K Sell
2024
Q3
$242K Hold
2024
Q2
$242K Buy
2024
Q1
$284K Sell
2023
Q4
$278K Hold
2023
Q3
$279K Hold
2023
Q2
$283K Sell
2023
Q1
$298K Buy
2022
Q4
$218K Sell
2022
Q3
$262K Buy
2022
Q2
$167K Sell
2022
Q1
$175K Buy
2021
Q4
$132K Buy
2021
Q3
$114K Buy