Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$309K Sell
2025
Q2
$349K Sell
2025
Q1
$316K Buy
2024
Q4
$248K Sell
2024
Q3
$404K Buy
2024
Q2
$117K Buy
2024
Q1
$51.5K Sell
2023
Q4
$115K Buy
2023
Q3
$42K Buy
2023
Q2
$30K Sell
2023
Q1
$312K Buy
2022
Q4
$78K Buy
2022
Q3
$40K Buy
2022
Q2
$8K Buy