Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Sell
2025
Q2
$422K Buy
2025
Q1
Sell
2024
Q4
$653K Buy
2024
Q3
$690K Buy
2023
Q3
Sell
2023
Q2
$322K Buy
2023
Q1
$258K Sell
2022
Q4
$418K Sell
2022
Q3
$430K Sell
2022
Q2
$572K Sell
2022
Q1
$740K Buy