Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$507K Sell
2025
Q2
$504K Buy
2025
Q1
$469K Buy
2024
Q4
$383K Buy
2024
Q3
$418K Sell
2024
Q2
$386K Buy
2024
Q1
$382K Sell
2023
Q4
$405K Buy
2023
Q3
$246K Buy
2023
Q2
$248K Sell
2023
Q1
$238K Buy
2022
Q4
$214K Buy