Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$455K Buy
2025
Q2
$481K Sell
2025
Q1
$664K Buy
2024
Q4
$627K Sell
2024
Q3
$674K Buy
2024
Q2
$574K Buy
2024
Q1
$597K Buy
2023
Q4
$444K Buy
2023
Q3
$412K Buy
2023
Q2
$381K Buy
2023
Q1
$317K Buy
2022
Q4
$291K Buy
2022
Q3
$241K Buy
2022
Q2
$201K Sell
2022
Q1
$234K Sell
2021
Q4
$298K Buy