Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$270K Sell
2025
Q2
$273K Buy
2025
Q1
$254K Buy
2024
Q4
$253K Buy
2024
Q3
$368K Buy
2024
Q2
$340K Buy
2024
Q1
$340K Buy
2023
Q4
$394K Buy
2023
Q3
$353K Buy
2023
Q2
$422K Buy
2023
Q1
$371K Buy
2022
Q4
$359K Buy
2022
Q2
Sell
2022
Q1
$225K Buy