Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Sell
2025
Q2
$293K Sell
2025
Q1
$325K Buy
2024
Q4
$329K Buy
2024
Q3
$352K Buy
2024
Q2
$415K Buy
2024
Q1
$391K Buy
2023
Q4
$285K Buy
2023
Q3
$209K Buy
2023
Q2
$222K Buy
2023
Q1
$200K Buy