Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Buy
2025
Q2
$437K Buy
2025
Q1
$361K Sell
2024
Q4
$360K Sell
2024
Q3
$904K Buy
2024
Q2
$347K Buy
2024
Q1
$131K Sell
2023
Q4
$174K Buy
2023
Q3
$117K Buy
2023
Q2
$97K Sell
2023
Q1
$208K Buy
2022
Q4
$164K Buy
2022
Q3
$99K Sell
2022
Q2
$186K Buy