Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$421K Buy
2025
Q2
$392K Buy
2025
Q1
$260K Buy
2024
Q4
$225K Buy
2024
Q3
$243K Buy
2024
Q2
$207K Sell
2024
Q1
$261K Sell
2023
Q4
$329K Buy
2023
Q3
$290K Buy
2023
Q2
$328K Buy
2022
Q4
$469K Sell
2022
Q3
$366K Buy
2022
Q2
$450K Buy
2022
Q1
$592K Buy