Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$472K Buy
2024
Q3
$439K Buy
2024
Q2
$334K Buy
2024
Q1
$348K Buy
2023
Q4
$288K Buy
2023
Q3
$216K Buy
2023
Q2
$331K Buy
2023
Q1
$358K Buy
2022
Q4
$294K Buy