Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Sell
2025
Q2
$303K Sell
2025
Q1
$473K Sell
2024
Q4
$604K Buy
2024
Q3
$654K Buy
2024
Q2
$590K Buy
2024
Q1
$541K Buy
2023
Q4
$529K Buy
2023
Q3
$429K Buy
2023
Q2
$308K Buy
2023
Q1
$261K Buy
2022
Q4
$262K Buy
2022
Q3
$210K Buy
2022
Q1
Sell
2021
Q4
$231K Buy