Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$295K Buy
2025
Q2
$278K Buy
2025
Q1
$208K Sell
2024
Q4
$364K Sell
2024
Q3
$549K Buy
2024
Q2
$382K Buy
2024
Q1
$308K Buy
2023
Q4
$218K Buy
2023
Q3
$182K Buy
2023
Q2
$124K Sell
2023
Q1
$430K Buy
2022
Q4
$355K Buy
2022
Q3
$233K Buy
2022
Q2
$194K Buy