Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$341K Sell
2025
Q1
$343K Buy
2024
Q4
$352K Sell
2024
Q3
$385K Sell
2024
Q2
$471K Sell
2024
Q1
$546K Sell
2023
Q4
$611K Sell
2023
Q3
$533K Sell
2023
Q2
$1.1M Buy
2023
Q1
$582K Buy
2022
Q4
$352K Buy