Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Buy
2025
Q2
$287K Buy
2025
Q1
$247K Buy
2024
Q4
$259K Sell
2024
Q3
$285K Buy
2024
Q2
$304K Buy
2024
Q1
$299K Sell
2023
Q4
$267K Buy
2023
Q3
$264K Buy
2023
Q2
$259K Sell
2023
Q1
$283K Buy
2022
Q4
$283K Sell
2022
Q3
$243K Buy
2022
Q2
$219K Buy