Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$419K Sell
2025
Q2
$428K Sell
2025
Q1
$457K Buy
2024
Q4
$368K Buy
2024
Q3
$455K Buy
2024
Q2
$393K Buy
2024
Q1
$403K Buy
2023
Q4
$405K Buy
2023
Q3
$368K Buy
2023
Q2
$428K Buy
2023
Q1
$398K Buy
2022
Q4
$407K Buy
2022
Q3
$263K Buy
2022
Q2
$221K Buy
2022
Q1
$207K Sell
2021
Q4
$226K Sell
2021
Q3
$236K Buy