Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$347K Sell
2025
Q2
$404K Buy
2025
Q1
$374K Buy
2024
Q4
$323K Sell
2024
Q3
$340K Buy
2024
Q2
$327K Sell
2024
Q1
$310K Buy
2023
Q4
$279K Buy
2023
Q3
$236K Buy
2023
Q2
$227K Buy
2023
Q1
$218K Buy
2022
Q1
Sell
2021
Q4
$208K Buy