Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$493K Buy
2025
Q1
$469K Sell
2024
Q4
$425K Buy
2024
Q3
$459K Buy
2024
Q2
$386K Buy
2024
Q1
$279K Buy
2023
Q4
$253K Sell
2023
Q3
$273K Sell
2023
Q2
$294K Sell
2023
Q1
$257K Buy