Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$428K Sell
2025
Q2
$438K Buy
2025
Q1
$424K Sell
2024
Q4
$369K Sell
2024
Q3
$389K Sell
2024
Q2
$463K Sell
2024
Q1
$457K Buy
2023
Q4
$437K Sell
2023
Q3
$438K Sell
2023
Q2
$731K Buy
2023
Q1
$459K Sell
2022
Q4
$583K Sell
2022
Q3
$521K Buy
2022
Q2
$381K Hold
2022
Q1
$401K Buy