Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$415K Sell
2025
Q2
$392K Buy
2025
Q1
$455K Sell
2024
Q4
$1.26M Buy
2024
Q3
$831K Sell
2024
Q2
$913K Buy
2024
Q1
$831K Buy
2023
Q4
$677K Buy
2023
Q3
$314K Buy
2023
Q2
$307K Sell
2023
Q1
$288K Buy
2022
Q4
$237K Buy