Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Sell
2025
Q2
$491K Buy
2025
Q1
$427K Buy
2024
Q4
$350K Buy
2024
Q3
$360K Buy
2024
Q2
$345K Buy
2024
Q1
$322K Buy
2023
Q4
$286K Buy
2023
Q3
$228K Buy
2023
Q2
$223K Buy