Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Buy
2025
Q2
$286K Sell
2025
Q1
$328K Buy
2024
Q4
$335K Buy
2024
Q3
$373K Sell
2024
Q2
$428K Buy
2024
Q1
$438K Sell
2023
Q4
$366K Sell
2023
Q3
$352K Sell
2023
Q2
$430K Sell
2023
Q1
$421K Buy
2022
Q4
$426K Buy