Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$567K Buy
2025
Q2
$488K Buy
2025
Q1
$473K Sell
2024
Q4
$515K Sell
2024
Q3
$541K Buy
2024
Q2
$352K Buy
2024
Q1
$368K Buy
2023
Q4
$283K Buy
2023
Q3
$250K Sell
2023
Q2
$383K Sell
2023
Q1
$401K Buy
2022
Q4
$286K Sell
2022
Q3
$356K Buy
2022
Q2
$215K Buy