Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281K Sell
2025
Q2
$343K Buy
2024
Q1
Sell
2023
Q4
$246K Sell
2023
Q3
$219K Buy
2023
Q2
$211K Buy
2022
Q3
Sell
2022
Q2
$235K Buy
2022
Q1
$254K Buy
2021
Q4
$268K Buy
2021
Q3
$212K Buy