Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$292K Sell
2025
Q2
$327K Buy
2025
Q1
$371K Buy
2024
Q4
$366K Sell
2024
Q3
$476K Buy
2024
Q2
$196K Buy
2024
Q1
$155K Sell
2023
Q4
$137K Buy
2023
Q3
$26K Sell
2023
Q2
$31K Sell
2023
Q1
$49K Buy
2022
Q4
$27K Sell
2022
Q3
$32K Buy
2022
Q2
$36K Buy