Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$218K Sell
2025
Q2
$573K Sell
2025
Q1
$535K Buy
2024
Q4
$183K Sell
2024
Q3
$891K Sell
2024
Q2
$282K Buy
2024
Q1
$76.3K Sell
2023
Q4
$99K Buy
2023
Q3
$52K Buy
2023
Q2
$43K Sell
2023
Q1
$64K Buy
2022
Q4
$50K Buy
2022
Q3
$38K Buy
2022
Q2
$39K Buy