Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Buy
2025
Q2
$261K Buy
2025
Q1
$274K Buy
2024
Q4
$264K Buy
2024
Q3
$313K Sell
2024
Q2
$318K Sell
2024
Q1
$616K Buy
2023
Q4
$438K Buy
2023
Q3
$408K Buy
2023
Q2
$345K Sell
2023
Q1
$368K Buy
2022
Q4
$382K Sell
2022
Q3
$365K Buy
2022
Q2
$342K Sell
2022
Q1
$499K Buy