Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$337K Buy
2025
Q2
$303K Buy
2025
Q1
$253K Buy
2024
Q4
$194K Buy
2024
Q3
$184K Buy
2024
Q2
$153K Buy
2024
Q1
$121K Sell
2023
Q4
$121K Buy
2023
Q3
$93.2K Buy
2023
Q2
$98.7K Sell
2023
Q1
$121K Sell
2022
Q4
$117K Buy
2022
Q1
Sell
2021
Q4
$282K Buy
2021
Q3
$162K Buy
2021
Q2
$172K Buy
2020
Q4
$183K Buy