Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$336K Sell
2025
Q2
$882K Buy
2025
Q1
$398K Buy
2024
Q4
$337K Sell
2024
Q3
$253K Sell
2024
Q2
$319K Buy
2024
Q1
$253K Buy
2023
Q4
$238K Sell
2023
Q3
$186K Sell
2023
Q2
$253K Sell
2023
Q1
$334K Buy