Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$707K Buy
2025
Q2
$392K Sell
2025
Q1
$449K Buy
2024
Q4
$317K Buy
2024
Q3
$287K Sell
2024
Q2
$260K Sell
2024
Q1
$295K Buy
2023
Q4
$249K Buy
2023
Q3
$237K Buy
2023
Q2
Sell
2023
Q1
$235K Sell
2022
Q4
$245K Buy
2022
Q3
Sell
2022
Q2
$200K Buy
2022
Q1
$210K Buy