Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$316K Buy
2025
Q1
$334K Buy
2024
Q4
$351K Buy
2024
Q3
$382K Buy
2024
Q2
$281K Buy
2024
Q1
$252K Buy
2023
Q4
$231K Buy
2023
Q3
$215K Buy
2023
Q2
$214K Buy
2023
Q1
$219K Buy
2022
Q4
$230K Buy
2022
Q3
$176K Buy
2022
Q2
$192K Sell
2022
Q1
$259K Sell
2021
Q4
$301K Buy