Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$444K Sell
2025
Q2
$576K Buy
2025
Q1
$84.8K Sell
2024
Q4
$537K Sell
2024
Q3
$445K Buy
2024
Q2
$570K Buy
2024
Q1
$384K Sell
2023
Q4
$755K Sell
2023
Q3
$1.72M Buy
2023
Q2
$1.41M Buy
2023
Q1
$360K Buy