Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$376K Buy
2025
Q2
$372K Sell
2025
Q1
$437K Buy
2024
Q4
$361K Buy
2024
Q3
$336K Sell
2024
Q2
$589K Buy
2024
Q1
$624K Buy
2023
Q4
$421K Buy
2023
Q3
$433K Buy
2023
Q2
$438K Buy
2023
Q1
$399K Buy
2022
Q4
$359K Buy