Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$562K Sell
2025
Q2
$590K Buy
2025
Q1
$312K Buy
2024
Q4
$57.9K Buy
2024
Q3
Sell
2024
Q2
$162K Sell
2024
Q1
$250K Sell
2023
Q4
$291K Sell
2023
Q3
$292K Buy
2023
Q2
$230K Sell
2023
Q1
$226K Buy
2022
Q4
$208K Buy
2022
Q3
$159K Buy
2022
Q2
$108K Buy
2022
Q1
Sell
2021
Q4
$77K Buy