Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$442K Buy
2025
Q1
$212K Sell
2024
Q4
$301K Sell
2024
Q3
$611K Buy
2024
Q2
$201K Buy
2023
Q1
Sell
2022
Q4
$327K Buy
2022
Q2
Sell
2022
Q1
$316K Buy