Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$893K Buy
2025
Q2
$677K Sell
2025
Q1
$386K Buy
2024
Q4
$319K Hold
2024
Q3
$244K Buy
2024
Q2
$207K Hold
2024
Q1
$207K Sell
2023
Q4
$247K Buy
2023
Q3
Sell
2023
Q2
$245K Buy
2023
Q1
$274K Buy
2022
Q4
$173K Sell
2022
Q3
$218K Sell
2022
Q2
$200K Buy
2022
Q1
$281K Buy