Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$446K Buy
2025
Q2
$399K Buy
2025
Q1
$81.2K Sell
2024
Q4
$93.1K Sell
2024
Q3
$117K Sell
2024
Q2
$126K Sell
2024
Q1
$195K Sell
2023
Q4
$261K Sell
2023
Q3
$289K Buy
2023
Q2
$282K Sell
2023
Q1
$297K Buy
2022
Q4
$283K Buy