Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$265K Sell
2025
Q2
$349K Sell
2025
Q1
$354K Buy
2024
Q4
$245K Sell
2024
Q3
$480K Buy
2024
Q2
$447K Sell
2024
Q1
$499K Buy
2023
Q4
$350K Sell
2023
Q3
$397K Buy
2023
Q2
$381K Sell
2023
Q1
$427K Buy
2022
Q4
$374K Buy
2022
Q3
$303K Sell
2022
Q2
$582K Buy
2022
Q1
$231K Buy