Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Buy
2025
Q2
$376K Buy
2025
Q1
$417K Buy
2024
Q4
$313K Sell
2024
Q3
$388K Buy
2024
Q2
$360K Buy
2024
Q1
$298K Buy
2023
Q4
$249K Buy
2023
Q3
$231K Buy
2023
Q2
Sell
2023
Q1
$206K Buy
2022
Q4
$222K Buy