Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$526K Sell
2025
Q2
$540K Sell
2025
Q1
$565K Sell
2024
Q4
$564K Sell
2024
Q3
$616K Buy
2024
Q2
$365K Buy
2024
Q1
$357K Sell
2023
Q4
$392K Buy
2023
Q3
$330K Buy
2023
Q2
$240K Buy
2023
Q1
$242K Buy
2022
Q4
$208K Buy