Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Buy
2025
Q2
$223K Buy
2025
Q1
$222K Sell
2024
Q4
$227K Buy
2024
Q3
$219K Buy
2024
Q2
$186K Buy
2024
Q1
$171K Buy
2023
Q4
$166K Sell
2023
Q3
$163K Buy
2023
Q2
$167K Buy
2023
Q1
$172K Buy
2022
Q4
$176K Buy
2022
Q3
$164K Buy
2022
Q2
$164K Buy
2022
Q1
$171K Buy
2021
Q4
$98K Buy