Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$452K Buy
2025
Q2
$494K Sell
2025
Q1
$536K Buy
2024
Q4
$674K Buy
2024
Q3
$500K Buy
2024
Q2
$550K Buy
2024
Q1
$339K Sell
2023
Q4
$230K Sell
2023
Q3
$415K Buy
2023
Q2
$510K Sell
2023
Q1
$570K Buy
2022
Q4
$539K Buy
2022
Q3
$291K Buy
2022
Q2
$403K Buy