Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$416K Sell
2025
Q2
$640K Sell
2025
Q1
$1.1M Buy
2024
Q4
$817K Sell
2024
Q3
$818K Buy
2024
Q2
$295K Buy
2024
Q1
$154K Sell
2023
Q4
$184K Buy
2023
Q3
$146K Buy
2023
Q2
$125K Sell
2023
Q1
$213K Buy
2022
Q4
$179K Buy
2022
Q3
$112K Buy
2022
Q2
$103K Buy