Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$350K Sell
2025
Q2
$512K Buy
2025
Q1
$448K Sell
2024
Q4
$700K Buy
2024
Q3
$495K Sell
2024
Q2
$584K Buy
2024
Q1
$529K Buy
2023
Q4
$439K Sell
2023
Q3
$396K Buy
2023
Q2
$393K Buy
2023
Q1
$294K Buy