Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$617K Buy
2025
Q2
$314K Buy
2025
Q1
$369K Sell
2024
Q4
$574K Sell
2024
Q3
$520K Sell
2024
Q2
$768K Buy
2024
Q1
$352K Sell
2023
Q4
$1.27M Buy
2023
Q3
$295K Sell
2023
Q2
$1.32M Buy
2023
Q1
$226K Buy
2022
Q4
$228K Buy
2022
Q2
Sell
2022
Q1
$357K Buy