Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$317K Sell
2025
Q2
$334K Buy
2025
Q1
$349K Buy
2024
Q4
$333K Sell
2024
Q3
$549K Sell
2024
Q2
$592K Buy
2024
Q1
$390K Sell
2023
Q4
$690K Buy
2023
Q3
$84K Buy
2023
Q2
$72K Sell
2023
Q1
$287K Buy
2022
Q4
$175K Buy
2022
Q3
$75K Buy
2022
Q2
$49K Buy