Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$194K Sell
2025
Q2
$238K Sell
2025
Q1
$439K Sell
2024
Q4
$755K Buy
2024
Q3
$583K Sell
2024
Q2
$1M Buy
2024
Q1
$715K Buy
2023
Q4
$463K Sell
2023
Q3
$593K Buy
2023
Q2
$975K Sell
2023
Q1
$1.08M Buy
2022
Q4
$421K Buy
2022
Q3
$404K Buy
2022
Q2
$262K Buy