Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$677K Sell
2025
Q2
$620K Buy
2025
Q1
$379K Buy
2024
Q4
$222K Buy
2024
Q3
$238K Buy
2024
Q2
$154K Sell
2024
Q1
$237K Sell
2023
Q4
$246K Buy
2023
Q3
$192K Buy
2023
Q2
$193K Buy
2023
Q1
$128K Sell
2022
Q4
$136K Sell
2022
Q3
$153K Buy