Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$350K Buy
2025
Q2
$209K Buy
2025
Q1
$194K Sell
2024
Q4
$205K Buy
2024
Q3
$201K Buy
2024
Q2
$144K Buy
2024
Q1
$131K Buy
2023
Q4
$87.5K Buy
2023
Q3
$63.1K Buy
2023
Q2
$58.9K Buy
2023
Q1
$42.9K Buy
2022
Q4
$438 Buy