Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363K Buy
2025
Q2
$414K Buy
2025
Q1
$385K Buy
2024
Q4
$292K Sell
2024
Q3
$370K Buy
2024
Q2
$333K Buy
2024
Q1
$360K Buy
2023
Q4
$282K Sell
2023
Q3
$318K Sell
2023
Q2
$322K Sell
2023
Q1
$295K Buy
2022
Q4
$329K Buy
2022
Q3
$234K Buy
2022
Q2
$208K Sell
2022
Q1
$252K Sell
2021
Q4
$245K Buy