Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$99.3K Sell
2025
Q2
$360K Sell
2025
Q1
$919K Buy
2024
Q4
$866K Buy
2024
Q3
$74.7K Buy
2024
Q2
$4.55K Sell
2024
Q1
$46.9K Buy
2023
Q4
$11.3K Sell
2023
Q3
$155K Buy
2023
Q2
$2.92K Sell
2023
Q1
$65.1K Buy