Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Buy
2025
Q2
$302K Sell
2025
Q1
$342K Buy
2024
Q4
$268K Sell
2024
Q3
$369K Buy
2024
Q2
$201K Buy
2024
Q1
$124K Sell
2023
Q4
$115K Sell
2023
Q3
$164K Buy
2023
Q2
$99K Sell
2023
Q1
$255K Buy
2022
Q4
$215K Buy
2022
Q3
$106K Buy
2022
Q2
$81K Buy