Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$442K Sell
2025
Q2
$533K Buy
2025
Q1
$373K Buy
2024
Q4
$341K Buy
2024
Q3
$298K Buy
2024
Q2
$288K Buy
2024
Q1
$269K Buy
2023
Q4
$215K Sell
2023
Q3
$252K Buy
2023
Q2
$259K Sell
2023
Q1
$290K Buy
2022
Q4
$235K Buy