Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$575K Sell
2025
Q2
$492K Sell
2025
Q1
$426K Buy
2024
Q4
$367K Buy
2024
Q3
$440K Sell
2024
Q2
$553K Buy
2024
Q1
$482K Buy
2023
Q4
$333K Buy
2023
Q3
$165K Buy
2023
Q2
$147K Buy
2023
Q1
$113K Buy
2022
Q4
$63.9K Buy