Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$413K Sell
2025
Q2
$577K Buy
2025
Q1
$499K Buy
2024
Q3
Sell
2024
Q2
$643K Buy
2023
Q3
Sell
2023
Q2
$498K Buy
2023
Q1
Sell
2022
Q4
$630K Buy
2022
Q3
$249K Sell
2022
Q2
$902K Buy