Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$321K Sell
2025
Q2
$372K Buy
2024
Q4
$200K Sell
2024
Q3
$272K Buy
2023
Q4
Sell
2023
Q3
$184K Buy
2023
Q2
$218K Buy
2023
Q1
$203K Buy
2022
Q4
Sell
2022
Q3
$351K Buy
2022
Q2
$248K Buy