Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Sell
2025
Q2
$752K Sell
2025
Q1
$797K Buy
2024
Q1
Sell
2023
Q4
$156K Sell
2023
Q3
$156K Buy
2023
Q2
$151K Sell
2023
Q1
$176K Buy
2022
Q4
$168K Sell
2022
Q3
$172K Buy
2022
Q2
$169K Buy
2022
Q1
$135K Buy