Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$320K Buy
2025
Q2
$485K Buy
2025
Q1
$523K Buy
2024
Q4
$321K Sell
2024
Q3
$436K Buy
2024
Q2
$370K Buy
2024
Q1
$250K Buy
2023
Q4
$169K Buy
2023
Q3
$154K Buy
2023
Q2
$51K Sell
2023
Q1
$437K Buy
2022
Q4
$301K Buy
2022
Q3
$164K Buy
2022
Q2
$117K Buy