Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$137K Sell
2025
Q2
$260K Buy
2025
Q1
$117K Sell
2024
Q4
$415K Buy
2024
Q3
$34.6K Sell
2024
Q2
$122K Buy
2024
Q1
$97.6K Sell
2023
Q4
$157K Buy
2023
Q3
$92.3K Buy
2023
Q2
Sell
2023
Q1
$34.8K Buy