Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$593K Sell
2025
Q1
$595K Buy
2024
Q4
$592K Buy
2024
Q3
$604K Buy
2024
Q2
$540K Buy
2024
Q1
$611K Sell
2023
Q4
$552K Buy
2023
Q3
$490K Buy
2023
Q2
$551K Buy
2023
Q1
$568K Buy
2022
Q4
$562K Hold
2022
Q3
$521K Sell
2022
Q2
$624K Buy
2022
Q1
$595K Buy