Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$441K Buy
2025
Q1
$408K Buy
2024
Q4
$300K Buy
2024
Q3
$292K Sell
2024
Q2
$326K Buy
2024
Q1
$319K Sell
2023
Q4
$334K Sell
2023
Q3
$396K Sell
2023
Q2
$417K Sell
2023
Q1
$411K Buy
2022
Q4
$413K Buy
2022
Q3
$306K Sell
2022
Q2
$311K Buy