Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$977K Buy
2025
Q2
$740K Sell
2025
Q1
$595K Sell
2024
Q4
$545K Sell
2024
Q3
$457K Buy
2024
Q2
$47.8K Buy
2024
Q1
$23K Sell
2023
Q4
$18K Buy
2023
Q3
$9K Hold
2023
Q2
$8K Sell
2023
Q1
$100K Buy
2022
Q4
$105K Buy
2022
Q3
$113K Buy
2022
Q2
$106K Buy