Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$296K Sell
2025
Q1
$657K Sell
2024
Q4
$579K Buy
2024
Q3
$609K Buy
2024
Q2
$453K Sell
2024
Q1
$475K Buy
2023
Q4
$436K Buy
2022
Q3
Sell
2022
Q2
$234K Sell
2022
Q1
$409K Buy
2021
Q4
$402K Buy