Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$608K Buy
2025
Q2
$422K Buy
2025
Q1
$341K Buy
2024
Q4
$456K Sell
2024
Q3
$353K Buy
2024
Q2
Sell
2024
Q1
$221K Buy
2023
Q4
$258K Buy
2023
Q3
$214K Buy
2023
Q2
$211K Buy
2022
Q4
Sell
2022
Q3
$221K Buy
2022
Q2
Sell
2022
Q1
$266K Buy
2021
Q4
$252K Buy