Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$693K Buy
2025
Q1
Sell
2024
Q4
$394K Buy
2024
Q3
$230K Buy
2024
Q1
Sell
2023
Q4
$207K Sell
2023
Q3
$707K Buy
2023
Q2
$721K Buy
2023
Q1
$549K Buy
2022
Q4
$328K Sell
2022
Q3
$424K Buy
2022
Q2
$237K Buy
2021
Q4
Sell
2021
Q3
$207K Sell
2021
Q2
$307K Buy