Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$566K Buy
2025
Q2
$384K Buy
2025
Q1
$294K Sell
2024
Q4
$646K Buy
2024
Q3
$303K Sell
2024
Q2
$233K Buy
2024
Q1
$146K Sell
2023
Q4
$218K Buy
2023
Q3
$215K Buy
2023
Q2
$217K Sell
2023
Q1
$176K Sell
2022
Q4
$120K Sell
2022
Q3
$341K Buy