Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$296K Buy
2025
Q2
$309K Buy
2025
Q1
$348K Sell
2024
Q4
$357K Sell
2024
Q3
$340K Buy
2024
Q2
$288K Sell
2024
Q1
$309K Buy
2023
Q4
$250K Buy
2023
Q3
$211K Buy
2023
Q2
$189K Buy
2023
Q1
$153K Sell
2022
Q4
$125K Buy
2022
Q3
$107K Buy
2022
Q2
$83K Buy
2022
Q1
$55K Sell
2021
Q4
$67K Buy