Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$675K Sell
2025
Q2
$820K Buy
2025
Q1
$455K Buy
2024
Q4
$329K Buy
2024
Q3
$344K Sell
2024
Q2
$275K Buy
2024
Q1
$280K Sell
2023
Q4
$382K Sell
2023
Q3
$481K Buy
2023
Q2
$459K Sell
2023
Q1
$446K Buy
2022
Q4
$398K Sell
2022
Q3
$543K Buy