Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$540K Buy
2025
Q2
$503K Sell
2025
Q1
$599K Sell
2024
Q4
$575K Sell
2024
Q3
$665K Buy
2024
Q2
$434K Buy
2024
Q1
$454K Buy
2023
Q4
$337K Sell
2023
Q3
$380K Buy
2023
Q2
$377K Buy
2023
Q1
$334K Buy
2022
Q2
Sell
2022
Q1
$225K Sell
2021
Q4
$224K Sell
2021
Q3
$224K Buy