Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$561K Sell
2025
Q2
$586K Buy
2024
Q4
Sell
2024
Q3
$212K Sell
2024
Q2
$748K Buy
2023
Q3
Sell
2023
Q2
$565K Buy
2023
Q1
Sell
2022
Q4
$566K Buy
2022
Q3
$305K Buy
2022
Q2
Sell
2022
Q1
$365K Buy