Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$531K Sell
2025
Q2
$582K Buy
2025
Q1
$463K Buy
2024
Q4
$269K Sell
2024
Q3
$287K Buy
2024
Q2
$267K Buy
2024
Q1
$202K Buy
2023
Q4
$32K Buy
2023
Q3
$8K Buy
2023
Q2
$3K Sell
2023
Q1
$54K Buy
2022
Q4
$28K Buy
2022
Q3
$6K Buy