Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$360K Sell
2025
Q2
$315K Sell
2025
Q1
$303K Sell
2024
Q4
$433K Hold
2024
Q3
$446K Buy
2024
Q2
$461K Buy
2024
Q1
$306K Buy
2023
Q4
$200K Sell
2023
Q3
$187K Buy
2023
Q2
$146K Sell
2023
Q1
$114K Buy
2022
Q4
$104K Buy
2022
Q3
$76K Buy
2022
Q2
$103K Buy
2022
Q1
$112K Buy