Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Buy
2025
Q2
$282K Buy
2025
Q1
$206K Sell
2024
Q4
$249K Buy
2024
Q3
$218K Buy
2024
Q2
$218K Buy
2024
Q1
$170K Buy
2023
Q4
$130K Sell
2023
Q3
$112K Buy
2023
Q2
$127K Buy
2023
Q1
$116K Buy
2022
Q4
$92.9K Buy
2022
Q3
$85K Buy
2022
Q2
$101K Sell
2022
Q1
$131K Buy
2021
Q4
$148K Buy