Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$425K Buy
2025
Q2
$357K Buy
2025
Q1
$304K Buy
2024
Q4
$229K Sell
2024
Q3
$625K Buy
2024
Q2
$323K Buy
2024
Q1
$204K Sell
2023
Q4
$172K Buy
2023
Q3
$129K Buy
2023
Q2
$58K Sell
2023
Q1
$173K Sell
2022
Q4
$166K Buy
2022
Q3
$83K Buy
2022
Q2
$85K Buy