Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$157K Sell
2025
Q2
$181K Buy
2025
Q1
$67.7K Buy
2024
Q4
$65K Sell
2024
Q3
$238K Sell
2024
Q2
$798K Buy
2024
Q1
$54.1K Sell
2023
Q4
$719K Sell
2023
Q3
$680K Buy
2023
Q2
$659K Sell
2023
Q1
$457K Sell
2022
Q4
$617K Buy
2022
Q3
$400K Buy
2022
Q2
$461K Buy