Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$534K Sell
2025
Q2
$544K Buy
2025
Q1
$406K Buy
2024
Q4
$403K Buy
2024
Q3
$269K Sell
2024
Q2
$363K Buy
2024
Q1
$353K Buy
2023
Q4
$312K Buy
2023
Q3
$256K Buy
2023
Q2
$218K Sell
2023
Q1
$303K Sell
2022
Q4
$446K Buy
2022
Q3
$150K Sell
2022
Q2
$233K Buy
2022
Q1
$184K Sell
2021
Q4
$245K Sell
2021
Q3
$235K Buy
2021
Q2
$164K Buy