Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$776K Buy
2025
Q2
$458K Buy
2025
Q1
$370K Buy
2024
Q4
$542K Buy
2024
Q3
$306K Sell
2024
Q2
$298K Buy
2024
Q1
$258K Sell
2023
Q4
$401K Buy
2023
Q3
$385K Buy
2023
Q2
$401K Buy
2023
Q1
$254K Buy
2022
Q3
$281K Buy
2022
Q2
$318K Hold
2022
Q1
$367K Buy