Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$374K Buy
2025
Q2
$352K Sell
2025
Q1
$428K Buy
2024
Q4
$364K Buy
2024
Q3
$381K Sell
2024
Q2
$418K Sell
2024
Q1
$420K Buy
2023
Q4
$410K Sell
2023
Q3
$431K Buy
2023
Q2
$404K Buy
2023
Q1
$383K Buy
2022
Q4
$366K Sell
2022
Q3
$337K Buy
2022
Q2
$350K Buy
2022
Q1
$366K Buy