Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$538K Sell
2025
Q2
$588K Buy
2025
Q1
$479K Buy
2024
Q4
$372K Sell
2024
Q3
$411K Buy
2024
Q2
$266K Sell
2024
Q1
$233K Buy
2022
Q1
Sell
2021
Q4
$474K Buy
2021
Q3
$444K Sell
2021
Q2
$546K Buy
2021
Q1
$387K Buy
2020
Q4
$339K Buy
2020
Q3
$287K Buy
2020
Q2
$264K Buy