Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$655K Buy
2025
Q2
$475K Buy
2025
Q1
$416K Buy
2024
Q4
$404K Buy
2024
Q3
$323K Buy
2024
Q2
$289K Sell
2024
Q1
$329K Buy
2023
Q4
$300K Buy
2023
Q3
$245K Sell
2023
Q2
$299K Sell
2023
Q1
$254K Buy
2022
Q4
$214K Sell
2022
Q3
$245K Sell
2022
Q2
$306K Buy
2022
Q1
$328K Buy