Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$404K Sell
2025
Q2
$369K Sell
2025
Q1
$347K Buy
2024
Q4
$325K Buy
2024
Q3
$305K Buy
2024
Q2
$359K Buy
2024
Q1
$377K Buy
2023
Q4
$319K Buy
2023
Q3
$275K Buy
2023
Q2
$245K Buy
2023
Q1
$194K Buy
2022
Q4
$163K Buy