Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$353K Sell
2025
Q2
$517K Buy
2025
Q1
$407K Sell
2024
Q4
$384K Buy
2024
Q3
$317K Buy
2024
Q2
$266K Buy
2024
Q1
$116K Buy
2023
Q4
$97K Buy
2023
Q3
$106K Sell
2023
Q2
$119K Buy
2023
Q1
$139K Buy
2022
Q4
$129K Hold
2022
Q3
$119K Buy
2022
Q2
$125K Buy