Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$414K Sell
2025
Q2
$526K Buy
2025
Q1
$503K Buy
2024
Q4
Sell
2024
Q3
$470K Buy
2024
Q2
$445K Sell
2024
Q1
$422K Sell
2023
Q4
$403K Buy
2023
Q3
$344K Buy
2023
Q2
$380K Buy
2023
Q1
$319K Sell
2022
Q4
$319K Buy
2022
Q3
$314K Buy