Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$579K Buy
2025
Q1
$275K Buy
2024
Q3
Sell
2024
Q2
$619K Buy
2024
Q1
$378K Buy
2023
Q4
Sell
2023
Q3
$325K Buy
2023
Q2
$254K Sell
2023
Q1
$306K Buy
2022
Q4
Sell
2022
Q3
$681K Buy
2022
Q2
$598K Buy