Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$299K Buy
2025
Q2
$256K Sell
2025
Q1
$291K Sell
2024
Q4
$339K Buy
2024
Q3
$332K Buy
2024
Q2
$321K Buy
2024
Q1
$331K Buy
2023
Q4
$282K Buy
2023
Q3
$236K Buy
2023
Q2
$222K Sell
2023
Q1
$219K Buy
2022
Q4
$214K Buy
2022
Q1
Sell
2021
Q4
$299K Buy