Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$489K Sell
2025
Q2
$501K Sell
2025
Q1
$436K Sell
2024
Q4
$474K Sell
2024
Q3
$339K Buy
2024
Q2
$313K Buy
2024
Q1
$231K Buy
2023
Q4
$34K Buy
2023
Q3
$14K Sell
2023
Q2
$15K Buy
2023
Q1
$2K Sell
2022
Q4
$1K Buy
2022
Q3
$1K Buy
2022
Q2
$1K Buy