Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$407K Sell
2025
Q2
$581K Buy
2025
Q1
$308K Sell
2024
Q4
$477K Buy
2024
Q3
$529K Buy
2024
Q2
$97K Sell
2024
Q1
$194K Sell
2023
Q4
$483K Buy
2023
Q3
$127K Sell
2023
Q2
$183K Buy
2022
Q4
Sell
2022
Q3
$4K Buy
2022
Q2
Sell
2022
Q1
$6K Buy