Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$507K Sell
2025
Q2
$661K Buy
2025
Q1
$422K Buy
2024
Q2
Sell
2024
Q1
$443K Buy
2023
Q3
Sell
2023
Q2
$430K Buy
2023
Q1
Sell
2022
Q4
$404K Buy
2022
Q3
$339K Buy
2022
Q2
Sell
2022
Q1
$645K Buy