Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$982K Buy
2025
Q2
$545K Buy
2025
Q1
$289K Buy
2024
Q4
$267K Buy
2024
Q3
$247K Buy
2024
Q2
$132K Sell
2024
Q1
$262K Sell
2023
Q4
$390K Buy
2023
Q3
$350K Sell
2023
Q2
$514K Buy
2023
Q1
$57.5K Sell
2022
Q4
$62.4K Buy
2022
Q3
$32K Buy
2022
Q2
$7K Sell
2022
Q1
$18K Sell
2021
Q4
$105K Sell
2021
Q3
$277K Sell
2021
Q2
$707K Buy
2021
Q1
$30K Buy