Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$475K Sell
2025
Q2
$558K Buy
2025
Q1
$419K Buy
2024
Q4
$414K Sell
2024
Q3
$465K Buy
2024
Q2
$419K Sell
2024
Q1
$416K Buy
2023
Q4
$412K Buy
2023
Q3
$330K Buy
2023
Q2
$208K Sell
2023
Q1
$204K Buy