Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$418K Buy
2025
Q2
$367K Sell
2025
Q1
$418K Sell
2024
Q4
$531K Sell
2024
Q3
$633K Buy
2024
Q2
$690K Sell
2024
Q1
$735K Sell
2023
Q4
$656K Buy
2023
Q3
$601K Sell
2023
Q2
$676K Buy
2023
Q1
$623K Buy
2022
Q4
$610K Buy