Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$351K Buy
2025
Q2
Sell
2025
Q1
$839K Buy
2024
Q4
$202K Sell
2024
Q3
$685K Buy
2024
Q2
Sell
2024
Q1
$775K Buy
2023
Q4
$282K Sell
2023
Q3
$480K Buy
2023
Q2
$286K Buy
2023
Q1
Sell
2022
Q4
$660K Buy
2022
Q3
Sell
2022
Q2
$259K Buy