Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Sell
2025
Q2
$328K Buy
2025
Q1
$127K Sell
2024
Q4
$671K Sell
2024
Q3
$980K Buy
2024
Q2
$397K Sell
2024
Q1
$734K Buy
2023
Q4
$692K Buy
2023
Q3
$137K Buy
2022
Q3
Sell
2022
Q2
$57K Buy