Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$380K Sell
2025
Q2
$371K Sell
2025
Q1
$302K Buy
2024
Q4
$230K Buy
2024
Q3
$283K Buy
2024
Q2
$257K Buy
2024
Q1
$249K Buy
2023
Q4
Sell
2023
Q3
$854K Hold
2023
Q2
$802K Sell
2023
Q1
$684K Buy
2022
Q4
$477K Buy
2022
Q3
$426K Buy
2022
Q2
$326K Buy