Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$556K Sell
2025
Q2
$549K Buy
2025
Q1
$588K Sell
2024
Q4
$874K Buy
2024
Q3
$985K Sell
2024
Q2
$1.78M Buy
2024
Q1
$488K Sell
2023
Q4
$1.13M Buy
2023
Q3
$594K Buy
2023
Q2
$610K Sell
2023
Q1
$1.15M Buy
2022
Q4
$595K Buy
2022
Q3
$356K Buy
2022
Q2
$288K Buy
2022
Q1
$189K Buy