Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$516K Buy
2025
Q2
$299K Sell
2025
Q1
$356K Buy
2024
Q4
$360K Buy
2024
Q3
$397K Sell
2024
Q2
$926K Buy
2024
Q1
$657K Buy
2023
Q4
$562K Sell
2023
Q3
$511K Buy
2023
Q2
$442K Buy
2023
Q1
$338K Buy
2022
Q4
$281K Buy
2022
Q3
$274K Buy
2022
Q2
$276K Sell
2022
Q1
$459K Buy