Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$443K Buy
2025
Q2
$434K Buy
2025
Q1
$402K Hold
2024
Q4
$353K Sell
2024
Q3
$395K Buy
2024
Q2
$295K Sell
2024
Q1
$305K Buy
2023
Q4
$310K Buy
2023
Q3
$209K Sell
2023
Q2
$226K Buy
2023
Q1
$236K Sell
2022
Q4
$342K Buy
2022
Q3
$308K Sell
2022
Q2
$413K Buy
2022
Q1
$443K Buy
2021
Q4
$527K Buy