Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$386K Buy
2025
Q2
$285K Buy
2025
Q1
$311K Buy
2024
Q4
$271K Buy
2024
Q3
$247K Sell
2024
Q2
$322K Buy
2023
Q4
$378K Sell
2023
Q3
$415K Buy
2023
Q2
$378K Buy
2023
Q1
$362K Buy
2021
Q3
Sell
2021
Q2
$293K Buy