Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$355K Buy
2025
Q2
$290K Sell
2025
Q1
$363K Sell
2024
Q4
$758K Buy
2024
Q3
$357K Buy
2024
Q2
$289K Sell
2024
Q1
$338K Sell
2023
Q4
$454K Buy
2023
Q3
Sell
2023
Q2
$354K Buy
2023
Q1
Sell
2022
Q4
$359K Buy
2022
Q3
$324K Buy
2022
Q2
$302K Sell
2022
Q1
$397K Buy