Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$366K Sell
2025
Q2
$402K Buy
2025
Q1
$278K Buy
2024
Q4
$223K Sell
2024
Q3
$763K Buy
2024
Q2
$361K Buy
2024
Q1
$93.4K Sell
2023
Q4
$114K Buy
2023
Q3
$55K Buy
2023
Q2
$37K Sell
2023
Q1
$190K Buy
2022
Q4
$76K Buy
2022
Q3
$13K Buy