Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$338K Buy
2025
Q1
Sell
2024
Q4
$321K Sell
2024
Q3
$857K Buy
2024
Q1
Sell
2023
Q4
$511K Buy
2023
Q3
$482K Buy
2023
Q1
Sell
2022
Q4
$226K Sell
2022
Q3
$359K Buy