Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$371K Buy
2025
Q2
$370K Buy
2025
Q1
$346K Buy
2024
Q4
$306K Sell
2024
Q3
$405K Buy
2024
Q2
$238K Sell
2024
Q1
$423K Sell
2023
Q4
$405K Buy
2023
Q3
$450K Buy
2023
Q2
$271K Buy
2023
Q1
$220K Buy
2019
Q4
Sell
2019
Q3
$387K Buy