Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$604K Buy
2025
Q2
$414K Buy
2025
Q1
$315K Buy
2024
Q4
$487K Sell
2024
Q3
$323K Buy
2024
Q2
$243K Sell
2024
Q1
$220K Buy
2023
Q4
$310K Buy
2023
Q3
$291K Sell
2023
Q2
$309K Sell
2023
Q1
$247K Buy
2022
Q4
Sell
2022
Q3
$280K Buy
2022
Q2
$213K Buy
2022
Q1
$231K Sell
2021
Q4
$280K Buy