Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$304K Buy
2025
Q2
$280K Sell
2025
Q1
$207K Buy
2024
Q4
$168K Buy
2024
Q3
$287K Sell
2024
Q2
$232K Buy
2024
Q1
$140K Buy
2023
Q4
$67K Sell
2023
Q3
$136K Buy
2023
Q2
$35K Sell
2023
Q1
$251K Buy
2022
Q4
$120K Buy
2022
Q3
$73K Buy
2022
Q2
$90K Buy