Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$487K Buy
2025
Q2
$471K Sell
2025
Q1
$495K Buy
2024
Q4
$421K Buy
2024
Q3
$442K Buy
2024
Q2
$482K Buy
2024
Q1
$418K Buy
2023
Q4
$408K Buy
2023
Q3
$398K Buy
2023
Q2
$363K Buy
2023
Q1
$345K Sell
2022
Q4
$381K Buy
2022
Q3
$331K Buy
2022
Q2
$326K Buy
2022
Q1
$336K Buy