Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$490K Buy
2025
Q2
$484K Buy
2025
Q1
$503K Buy
2024
Q4
$434K Sell
2024
Q3
$454K Buy
2024
Q2
$377K Sell
2024
Q1
$438K Sell
2023
Q4
$388K Sell
2023
Q3
$815K Sell
2023
Q2
$1.57M Sell
2023
Q1
$1.51M Buy