Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$568K Buy
2025
Q2
$184K Sell
2025
Q1
$632K Buy
2024
Q4
$158K Buy
2024
Q3
$73K Buy
2024
Q2
$24K Sell
2024
Q1
$24K Sell
2023
Q4
$17K Sell
2023
Q3
$19K Sell
2023
Q2
$42K Buy
2023
Q1
$16K Sell
2022
Q4
$10K Sell
2022
Q3
$48K Buy
2022
Q2
$20K Sell
2022
Q1
$85K Buy
2021
Q4
$2K Buy