Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$321K Buy
2025
Q2
$373K Buy
2025
Q1
$393K Sell
2024
Q4
$356K Buy
2024
Q3
$756K Buy
2024
Q2
$671K Sell
2024
Q1
$701K Sell
2023
Q4
$660K Sell
2023
Q3
$657K Sell
2023
Q2
$816K Sell
2023
Q1
$707K Buy
2022
Q4
$686K Buy
2022
Q3
$237K Buy
2022
Q2
$277K Buy