Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$411K Buy
2025
Q2
$429K Buy
2025
Q1
$365K Buy
2024
Q4
$381K Buy
2024
Q3
$365K Sell
2024
Q2
$389K Buy
2024
Q1
$293K Buy
2023
Q4
$254K Sell
2023
Q3
$215K Buy
2023
Q2
$220K Hold
2023
Q1
$202K Buy
2022
Q2
Sell
2022
Q1
$226K Hold
2021
Q4
$217K Buy