Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$336K Buy
2025
Q2
$361K Buy
2025
Q1
$361K Buy
2024
Q4
$405K Buy
2024
Q3
$394K Buy
2024
Q2
$335K Buy
2024
Q1
$361K Buy
2023
Q4
$280K Buy
2023
Q3
$248K Buy
2023
Q2
$235K Buy
2023
Q1
$228K Buy
2022
Q4
$222K Buy
2022
Q3
$173K Buy
2022
Q2
$147K Buy
2022
Q1
Sell
2021
Q4
$214K Buy