Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Sell
2025
Q2
$343K Sell
2025
Q1
$479K Buy
2024
Q4
$300K Sell
2024
Q3
$374K Buy
2024
Q2
$314K Buy
2024
Q1
$310K Sell
2023
Q4
$271K Sell
2023
Q3
$279K Buy
2023
Q2
$212K Buy
2023
Q1
$244K Buy