Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$821K Buy
2025
Q2
$427K Sell
2025
Q1
$500K Buy
2024
Q4
$414K Buy
2024
Q3
$355K Buy
2024
Q2
$221K Buy
2024
Q1
$220K Sell
2023
Q4
$209K Sell
2023
Q3
$251K Sell
2023
Q2
$270K Buy
2023
Q1
$222K Buy
2022
Q2
Sell
2022
Q1
$360K Buy