Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363K Buy
2025
Q2
$312K Buy
2025
Q1
$256K Sell
2024
Q4
$256K Buy
2024
Q3
$265K Sell
2024
Q2
$470K Sell
2024
Q1
$948K Buy
2023
Q4
$959K Buy
2023
Q3
$729K Buy
2023
Q2
$279K Buy
2023
Q1
Sell
2022
Q4
$844K Sell
2022
Q3
$755K Buy
2022
Q2
$352K Buy
2022
Q1
$246K Buy