Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$377K Sell
2025
Q2
$329K Buy
2025
Q1
$273K Sell
2024
Q4
$410K Sell
2024
Q3
$547K Buy
2024
Q2
$475K Buy
2024
Q1
$408K Buy
2023
Q4
$329K Sell
2023
Q3
$292K Buy
2023
Q2
$266K Buy
2023
Q1
$251K Sell
2022
Q4
$294K Sell
2022
Q3
$248K Buy
2022
Q2
$276K Buy
2022
Q1
$283K Buy