Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$472K Sell
2025
Q2
$485K Buy
2025
Q1
$557K Sell
2024
Q4
$741K Sell
2024
Q3
$719K Buy
2024
Q2
$696K Buy
2024
Q1
$775K Sell
2023
Q4
$642K Sell
2023
Q3
$595K Sell
2023
Q2
$592K Sell
2023
Q1
$492K Buy