Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Sell
2025
Q2
$469K Sell
2025
Q1
$446K Sell
2024
Q4
$604K Sell
2024
Q3
$620K Buy
2024
Q2
$404K Sell
2024
Q1
$593K Sell
2023
Q4
$578K Sell
2023
Q3
$641K Buy
2023
Q2
$482K Buy
2023
Q1
$538K Buy
2022
Q4
$389K Buy