Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$582K Sell
2025
Q2
$583K Buy
2025
Q1
$401K Buy
2024
Q4
$564K Buy
2024
Q3
$332K Buy
2024
Q2
$377K Buy
2024
Q1
$177K Sell
2023
Q4
$434K Buy
2023
Q3
$297K Sell
2023
Q2
$459K Buy
2023
Q1
$308K Buy
2022
Q4
$222K Buy