Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$372K Buy
2025
Q2
$350K Buy
2025
Q1
$207K Buy
2024
Q4
$214K Sell
2024
Q3
$278K Buy
2024
Q2
$259K Buy
2024
Q1
$137K Sell
2023
Q4
$320K Sell
2023
Q3
$287K Buy
2023
Q2
$86K Sell
2023
Q1
$435K Buy
2022
Q4
$274K Buy
2022
Q3
$120K Buy
2022
Q2
$70K Buy