Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$280K Buy
2025
Q2
$258K Sell
2025
Q1
$578K Buy
2024
Q4
$487K Sell
2024
Q3
$1.04M Buy
2024
Q2
$812K Buy
2024
Q1
$678K Sell
2023
Q4
$746K Buy
2023
Q3
$609K Buy
2023
Q2
$434K Sell
2023
Q1
$791K Sell
2022
Q4
$605K Buy
2022
Q3
$534K Buy
2022
Q2
$481K Buy