Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$521K Sell
2025
Q2
$536K Sell
2025
Q1
$537K Sell
2024
Q4
$526K Sell
2024
Q3
$578K Sell
2024
Q2
$470K Sell
2024
Q1
$445K Buy
2023
Q4
$437K Sell
2023
Q3
$449K Buy
2023
Q2
$445K Buy
2023
Q1
$209K Buy
2022
Q4
$20.4K Buy