Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$369K Buy
2025
Q2
$364K Buy
2025
Q1
$405K Buy
2024
Q4
$338K Buy
2024
Q3
$353K Buy
2024
Q2
$341K Buy
2024
Q1
$310K Buy
2023
Q4
$313K Buy
2023
Q3
$291K Buy
2023
Q2
$240K Buy
2023
Q1
$261K Buy
2022
Q4
$282K Buy
2022
Q3
$242K Buy
2022
Q2
$260K Buy
2022
Q1
$231K Sell
2021
Q4
$259K Buy