Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$420K Sell
2025
Q2
$448K Buy
2025
Q1
$406K Buy
2024
Q4
$362K Buy
2024
Q3
$292K Buy
2024
Q2
$249K Sell
2024
Q1
$311K Buy
2023
Q4
$261K Buy
2023
Q3
$281K Buy
2023
Q2
$270K Buy
2023
Q1
$223K Buy
2022
Q4
$229K Buy
2022
Q3
$215K Buy