Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$578K Sell
2025
Q2
$705K Buy
2025
Q1
$513K Buy
2024
Q4
$449K Buy
2024
Q3
$339K Buy
2023
Q2
Sell
2023
Q1
$205K Sell
2022
Q4
$247K Buy
2022
Q3
Sell
2022
Q2
$202K Buy