Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$429K Sell
2025
Q1
$384K Sell
2024
Q4
$409K Buy
2024
Q3
$346K Buy
2024
Q2
$305K Sell
2024
Q1
$326K Buy
2023
Q4
$303K Buy
2023
Q3
$313K Buy
2023
Q2
$278K Sell
2023
Q1
$301K Sell
2022
Q4
$284K Buy
2022
Q3
Sell
2022
Q2
$648 Buy