Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$551K Sell
2025
Q2
$509K Sell
2025
Q1
$462K Sell
2024
Q4
$375K Buy
2024
Q3
$404K Buy
2024
Q2
$309K Buy
2024
Q1
$267K Buy
2023
Q4
$193K Sell
2023
Q3
$183K Sell
2023
Q2
$467K Buy
2023
Q1
$401K Sell
2022
Q4
$468K Sell
2022
Q3
$371K Buy
2022
Q2
$410K Buy