Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$331K Sell
2025
Q2
$407K Buy
2025
Q1
$385K Buy
2024
Q4
$360K Buy
2024
Q3
$426K Sell
2024
Q2
$419K Buy
2024
Q1
$372K Buy
2023
Q4
$412K Sell
2023
Q3
$399K Buy
2023
Q2
$381K Buy
2023
Q1
$245K Buy
2022
Q2
Sell
2022
Q1
$203K Buy