Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$140K Sell
2025
Q2
$339K Buy
2025
Q1
$532K Buy
2024
Q4
Sell
2024
Q3
$758K Buy
2024
Q1
Sell
2023
Q4
$313K Sell
2023
Q3
$281K Sell
2023
Q2
$781K Sell
2023
Q1
$786K Buy
2022
Q4
Sell
2022
Q3
$260K Sell
2022
Q2
$455K Buy
2022
Q1
$262K Buy