Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$611K Sell
2025
Q2
$611K Buy
2025
Q1
$229K Buy
2024
Q4
$164K Sell
2024
Q3
$1.13M Buy
2024
Q2
$535K Buy
2024
Q1
$69.6K Sell
2023
Q4
$323K Buy
2023
Q3
$138K Buy
2023
Q2
$111K Sell
2023
Q1
$233K Buy
2022
Q4
$57K Buy
2022
Q3
$57K Buy
2022
Q2
$32K Buy