Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$374K Sell
2025
Q2
$617K Buy
2025
Q1
$548K Sell
2024
Q4
$937K Sell
2024
Q3
$916K Buy
2024
Q2
$802K Buy
2024
Q1
$607K Buy
2023
Q4
$503K Buy
2023
Q3
$468K Buy
2023
Q2
$414K Buy
2023
Q1
$282K Sell
2022
Q4
$247K Sell
2022
Q3
$320K Buy