Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Sell
2025
Q2
$419K Buy
2025
Q1
$332K Buy
2024
Q4
$251K Sell
2024
Q3
$538K Buy
2024
Q2
$366K Buy
2024
Q1
$266K Buy
2023
Q4
$129K Buy
2023
Q3
$92K Buy
2023
Q2
$34K Sell
2023
Q1
$484K Buy
2022
Q4
$369K Buy
2022
Q3
$256K Buy
2022
Q2
$275K Buy