Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$409K Buy
2025
Q2
$315K Sell
2025
Q1
$419K Buy
2024
Q4
$421K Sell
2024
Q3
$620K Buy
2024
Q2
$603K Buy
2024
Q1
$485K Buy
2023
Q4
$557K Buy
2023
Q3
$459K Sell
2023
Q2
$444K Buy