Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$357K Buy
2025
Q2
$362K Sell
2025
Q1
$385K Buy
2024
Q4
$376K Buy
2024
Q3
$437K Buy
2024
Q2
$315K Sell
2024
Q1
$530K Sell
2023
Q4
$624K Buy
2023
Q3
$381K Sell
2023
Q2
$429K Sell
2023
Q1
$502K Buy
2022
Q4
$478K Sell
2022
Q3
$491K Buy
2022
Q2
$653K Buy