Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$476K Sell
2025
Q2
$422K Sell
2025
Q1
$357K Buy
2024
Q4
$343K Buy
2024
Q3
$289K Sell
2024
Q2
$322K Buy
2024
Q1
$297K Sell
2023
Q4
$247K Sell
2023
Q3
$272K Sell
2023
Q2
$311K Buy
2023
Q1
$207K Buy