Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$674K Sell
2025
Q2
$595K Sell
2025
Q1
$727K Sell
2024
Q4
$706K Buy
2024
Q3
$805K Buy
2024
Q2
$504K Buy
2024
Q1
$363K Sell
2023
Q4
$497K Sell
2023
Q3
$723K Buy
2023
Q2
$406K Sell
2023
Q1
$543K Sell
2022
Q4
$1.06M Buy
2022
Q3
$465K Buy
2022
Q2
$425K Buy