Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$351K Sell
2025
Q2
$344K Buy
2025
Q1
$329K Sell
2024
Q4
$368K Sell
2024
Q3
$433K Buy
2024
Q2
$436K Sell
2024
Q1
$474K Buy
2023
Q4
$355K Sell
2023
Q3
$579K Sell
2023
Q2
$938K Buy
2023
Q1
$835K Buy
2022
Q4
$846K Buy
2022
Q3
$644K Buy
2022
Q2
$577K Buy