Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$507K Sell
2025
Q2
$513K Buy
2025
Q1
Sell
2024
Q4
$457K Sell
2024
Q3
$486K Sell
2024
Q2
$486K Sell
2024
Q1
$497K Buy
2023
Q4
$370K Buy
2023
Q3
$283K Sell
2023
Q2
$269K Buy
2023
Q1
$213K Sell
2022
Q4
$237K Buy