Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$484K Buy
2025
Q2
$427K Buy
2025
Q1
$423K Sell
2024
Q4
$514K Sell
2024
Q3
$572K Buy
2024
Q2
$542K Buy
2024
Q1
$404K Buy
2023
Q4
$316K Buy
2023
Q2
Sell
2023
Q1
$215K Sell
2022
Q4
$246K Buy
2022
Q3
Sell
2022
Q2
$212K Buy