Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$476K Buy
2025
Q2
$410K Buy
2025
Q1
$299K Buy
2024
Q4
$375K Buy
2024
Q3
$374K Sell
2024
Q2
$454K Sell
2024
Q1
$426K Buy
2023
Q4
$284K Buy
2023
Q3
$251K Buy
2021
Q4
Sell
2021
Q3
$276K Sell
2021
Q2
$271K Buy
2021
Q1
$231K Buy