Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$393K Sell
2025
Q2
$397K Buy
2025
Q1
$202K Buy
2024
Q4
Sell
2024
Q3
$270K Sell
2024
Q2
$400K Buy
2024
Q1
$258K Buy
2023
Q4
Sell
2023
Q3
$209K Sell
2023
Q2
$218K Sell
2023
Q1
$559K Sell
2022
Q4
$724K Buy
2022
Q3
$220K Buy
2022
Q2
$294K Sell
2022
Q1
$326K Buy