Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$411K Sell
2025
Q2
$514K Buy
2025
Q1
$604K Buy
2024
Q4
$654K Buy
2024
Q3
$808K Buy
2024
Q2
$613K Buy
2024
Q1
$571K Sell
2023
Q4
$533K Buy
2023
Q3
$510K Sell
2023
Q2
$537K Sell
2023
Q1
$506K Sell
2022
Q4
$456K Buy
2022
Q3
$531K Buy
2022
Q2
$652K Buy