Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.7K Sell
2025
Q2
$786K Sell
2025
Q1
$602K Buy
2024
Q4
$756K Buy
2024
Q3
$675K Sell
2024
Q2
$934K Buy
2024
Q1
$673K Sell
2023
Q4
$575K Buy
2023
Q3
$76.9K Hold
2023
Q2
$60.4K Buy