Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$254K Buy
2025
Q2
$202K Sell
2025
Q1
$211K Sell
2024
Q4
$756K Buy
2024
Q3
$709K Buy
2024
Q2
$444K Buy
2024
Q1
$370K Sell
2023
Q4
$361K Sell
2023
Q3
$294K Sell
2023
Q2
$296K Buy
2023
Q1
$265K Buy
2022
Q4
$225K Buy