Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$404K Sell
2025
Q2
$515K Buy
2025
Q1
$354K Buy
2024
Q4
$169K Buy
2023
Q2
Sell
2023
Q1
$137K Sell
2022
Q4
$250K Buy
2022
Q3
Sell
2022
Q2
$55K Buy
2022
Q1
$31K Buy