Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Buy
2025
Q2
Sell
2025
Q1
$219K Buy
2024
Q4
$242K Sell
2024
Q3
$932K Buy
2024
Q2
$239K Buy
2024
Q1
$201K Buy
2023
Q3
Sell
2023
Q2
$214K Buy
2023
Q1
$205K Buy
2022
Q4
Sell
2022
Q3
$371K Buy
2022
Q2
$476K Sell
2022
Q1
$531K Buy
2021
Q4
$289K Buy
2021
Q2
$263K Buy
2021
Q1
$257K Buy