Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$535K Buy
2025
Q2
$326K Buy
2025
Q1
$304K Buy
2024
Q4
$291K Buy
2024
Q3
$201K Buy
2024
Q2
$215K Sell
2024
Q1
$256K Buy
2023
Q3
Sell
2023
Q2
$218K Sell
2023
Q1
$203K Sell
2022
Q4
$229K Sell
2022
Q3
$503K Buy
2022
Q2
$496K Sell
2022
Q1
$726K Buy
2021
Q4
$671K Buy