Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Buy
2025
Q2
$288K Buy
2025
Q1
$275K Buy
2024
Q4
$269K Sell
2024
Q3
$405K Sell
2024
Q2
$539K Buy
2024
Q1
$453K Buy
2023
Q3
Sell
2023
Q2
$324K Buy
2023
Q1
$338K Buy
2022
Q1
Sell
2021
Q4
$276K Buy
2021
Q3
$294K Buy