Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$272K Buy
2025
Q2
$270K Buy
2025
Q1
$235K Sell
2024
Q4
$278K Sell
2024
Q3
$407K Sell
2024
Q2
$517K Sell
2024
Q1
$570K Buy
2023
Q4
$397K Sell
2023
Q3
$506K Buy
2023
Q2
$441K Buy
2023
Q1
$317K Buy
2022
Q2
Sell
2022
Q1
$210K Buy