Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$611K Sell
2025
Q2
$833K Buy
2025
Q1
$576K Buy
2024
Q4
$657K Buy
2024
Q3
$717K Buy
2024
Q2
$694K Buy
2024
Q1
$583K Buy
2023
Q4
$335K Sell
2023
Q3
$356K Buy
2023
Q2
$324K Buy
2023
Q1
$232K Sell
2022
Q4
$216K Buy