Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$272K Buy
2025
Q2
$215K Buy
2025
Q1
$233K Buy
2024
Q4
$197K Buy
2024
Q3
$218K Sell
2024
Q2
$209K Buy
2024
Q1
$222K Buy
2023
Q4
$173K Buy
2023
Q3
$144K Buy
2023
Q2
$130K Buy
2023
Q1
$113K Sell
2022
Q4
$120K Buy
2022
Q3
$99.1K Buy
2022
Q2
$113K Sell
2022
Q1
$122K Sell
2021
Q4
$106K Buy