Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Sell
2025
Q2
$297K Buy
2025
Q1
$271K Sell
2024
Q4
$234K Sell
2024
Q3
$373K Buy
2024
Q2
$307K Buy
2024
Q1
$236K Buy
2023
Q4
$155K Buy
2023
Q3
$146K Buy
2023
Q2
$135K Sell
2023
Q1
$204K Buy
2022
Q4
$156K Buy
2022
Q3
$163K Buy
2022
Q2
$120K Buy