Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$636K Buy
2025
Q2
$678K Sell
2025
Q1
$695K Sell
2024
Q4
$782K Buy
2024
Q3
$430K Sell
2024
Q2
$430K Sell
2024
Q1
$513K Sell
2023
Q4
$499K Buy
2023
Q3
$500K Buy
2023
Q2
$333K Buy
2023
Q1
$310K Buy
2022
Q4
$266K Buy
2022
Q3
$176 Buy