Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$174K Sell
2025
Q2
$245K Buy
2025
Q1
$273K Sell
2024
Q4
$655K Buy
2024
Q3
$447K Buy
2024
Q2
$110K Sell
2024
Q1
$291K Sell
2023
Q4
$695K Sell
2023
Q3
$1.07M Buy
2023
Q2
$318K Sell
2023
Q1
$361K Buy
2022
Q4
$157K Buy
2022
Q3
$34K Sell
2022
Q2
$120K Buy
2022
Q1
$137K Buy