Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$601K Buy
2025
Q2
$440K Buy
2025
Q1
$281K Buy
2024
Q4
$308K Buy
2024
Q3
$268K Sell
2024
Q2
$285K Buy
2024
Q1
$268K Buy
2023
Q4
$207K Sell
2023
Q3
$303K Buy
2023
Q2
$260K Sell
2023
Q1
$321K Buy
2022
Q4
$253K Buy
2022
Q2
Sell
2022
Q1
$318K Buy