Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$532K Sell
2025
Q2
$840K Buy
2025
Q1
$695K Buy
2024
Q4
$600K Sell
2024
Q3
$685K Buy
2024
Q2
$453K Buy
2024
Q1
$362K Buy
2023
Q4
$102K Buy
2023
Q3
$81K Buy
2023
Q2
$39K Sell
2023
Q1
$204K Buy
2022
Q4
$3K Sell
2022
Q3
$8K Buy
2022
Q2
$5K Buy