Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$509K Buy
2025
Q2
$461K Buy
2025
Q1
$401K Buy
2024
Q4
$341K Sell
2024
Q3
$312K Buy
2024
Q2
$223K Buy
2024
Q1
$222K Buy
2023
Q4
$180K Buy
2023
Q3
$155K Buy
2023
Q2
$125K Buy
2023
Q1
$111K Hold
2022
Q4
$109K Buy
2022
Q3
$100K Buy
2022
Q2
$99K Buy
2022
Q1
Sell
2021
Q4
$173K Buy