Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$591K Sell
2025
Q2
$611K Buy
2025
Q1
$636K Buy
2024
Q4
$572K Buy
2024
Q3
$560K Buy
2024
Q2
$488K Buy
2024
Q1
$494K Sell
2023
Q4
$440K Buy
2023
Q3
$388K Buy
2023
Q2
$357K Buy
2023
Q1
$340K Hold
2022
Q4
$386K Sell
2022
Q3
$409K Hold
2022
Q2
$442K Hold
2022
Q1
$481K Sell
2021
Q4
$860K Buy