Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$839K Sell
2025
Q2
$1.06M Buy
2025
Q1
$457K Buy
2024
Q4
$269K Buy
2024
Q3
$226K Sell
2024
Q2
$1.07M Buy
2024
Q1
Sell
2023
Q4
$407K Buy
2023
Q3
$266K Buy
2023
Q2
Sell
2023
Q1
$437K Buy
2022
Q4
Sell
2022
Q3
$479K Buy
2022
Q2
$333K Buy
2018
Q3
Sell
2018
Q2
$287K Buy