Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$437K Buy
2025
Q2
$358K Sell
2025
Q1
$389K Buy
2024
Q4
$328K Buy
2024
Q3
$299K Buy
2024
Q2
$258K Buy
2024
Q1
$273K Buy
2023
Q4
$231K Sell
2023
Q3
$222K Buy
2023
Q2
Sell
2023
Q1
$248K Sell
2022
Q4
$325K Buy
2022
Q3
$266K Buy
2022
Q2
$299K Buy
2022
Q1
$315K Buy
2021
Q4
$262K Buy