Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Buy
2025
Q2
$430K Buy
2025
Q1
$391K Buy
2024
Q4
$319K Buy
2024
Q3
$343K Buy
2024
Q2
$299K Buy
2024
Q1
$230K Buy
2023
Q4
$172K Sell
2023
Q3
$149K Buy
2023
Q2
$137K Buy
2023
Q1
$112K Buy
2022
Q4
$109K Buy
2022
Q3
$92K Buy
2022
Q2
$86K Buy
2022
Q1
Sell
2021
Q4
$93K Buy