Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$505K Buy
2025
Q2
$504K Buy
2025
Q1
$446K Buy
2024
Q4
$426K Sell
2024
Q3
$394K Buy
2024
Q2
$340K Buy
2024
Q1
$341K Buy
2023
Q4
$360K Buy
2023
Q3
$382K Buy
2023
Q2
$367K Sell
2023
Q1
$377K Buy
2022
Q4
$342K Buy