Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$718K Sell
2025
Q2
$943K Buy
2025
Q1
$808K Buy
2024
Q4
$328K Buy
2024
Q3
$279K Buy
2024
Q2
$230K Buy
2024
Q1
$200K Hold
2023
Q4
$204K Buy
2023
Q2
Sell
2023
Q1
$253K Buy
2022
Q4
$228K Buy
2022
Q3
Sell
2022
Q2
$425K Buy
2022
Q1
$233K Buy