Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$307K Sell
2025
Q2
$324K Sell
2025
Q1
$500K Buy
2024
Q4
$402K Buy
2024
Q3
$357K Buy
2024
Q2
$332K Sell
2024
Q1
$312K Sell
2023
Q4
$360K Buy
2023
Q3
$327K Buy
2023
Q2
$267K Sell
2023
Q1
$319K Buy