Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$250K Sell
2025
Q2
$263K Sell
2025
Q1
$275K Sell
2024
Q4
$264K Sell
2024
Q3
$585K Buy
2024
Q2
$261K Buy
2024
Q1
$95.2K Sell
2023
Q4
$148K Buy
2023
Q3
$71K Buy
2023
Q2
$46K Sell
2023
Q1
$188K Buy
2022
Q4
$114K Buy
2022
Q3
$51K Buy
2022
Q2
$14K Buy