Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$571K Buy
2025
Q2
$567K Sell
2025
Q1
$731K Buy
2024
Q4
$654K Buy
2024
Q3
$564K Buy
2024
Q2
$420K Buy
2024
Q1
$454K Sell
2023
Q4
$585K Buy
2023
Q3
$639K Sell
2023
Q2
$777K Sell
2023
Q1
$740K Sell
2022
Q4
$767K Sell
2022
Q3
$1.41M Sell
2022
Q2
$1.66M Sell
2022
Q1
$2.08M Buy
2021
Q4
$1.92M Buy