Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$284K Buy
2025
Q2
$280K Buy
2025
Q1
$312K Buy
2024
Q4
$260K Buy
2024
Q3
$288K Buy
2024
Q2
$279K Buy
2024
Q1
$253K Sell
2023
Q4
$298K Buy
2023
Q3
$277K Buy
2023
Q2
$228K Buy
2023
Q1
$248K Buy
2022
Q4
$234K Hold
2022
Q3
$234K Buy