Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$262K Sell
2025
Q2
$162K Buy
2025
Q1
$142K Buy
2024
Q4
$96.7K Sell
2024
Q3
$274K Buy
2024
Q2
$227K Buy
2024
Q1
$161K Sell
2023
Q4
$137K Sell
2023
Q3
$164K Buy
2023
Q2
$27K Sell
2023
Q1
$260K Buy
2022
Q4
$105K Buy
2022
Q3
$28K Buy
2022
Q2
$19K Buy