Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$499K Buy
2025
Q2
$429K Buy
2025
Q1
$469K Buy
2024
Q4
$396K Sell
2024
Q3
$435K Buy
2024
Q2
$485K Buy
2024
Q1
$475K Buy
2023
Q4
$430K Buy
2023
Q3
$461K Buy
2023
Q2
$410K Buy
2023
Q1
$436K Sell
2022
Q4
$571K Sell
2022
Q3
$481K Buy