Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$644K Buy
2025
Q2
$420K Sell
2025
Q1
$604K Buy
2024
Q4
$545K Sell
2024
Q3
$526K Buy
2024
Q2
Sell
2024
Q1
$344K Buy
2023
Q4
$211K Sell
2023
Q3
$208K Sell
2023
Q2
$291K Buy
2023
Q1
$242K Sell
2022
Q4
$290K Sell
2022
Q3
$342K Buy
2022
Q2
$250K Buy
2022
Q1
$278K Buy