Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$291K Buy
2025
Q2
$236K Buy
2025
Q1
$200K Buy
2024
Q1
Sell
2023
Q4
$216K Buy
2023
Q3
$229K Buy
2023
Q2
$217K Buy
2023
Q1
$218K Buy
2022
Q2
Sell
2022
Q1
$212K Buy
2021
Q4
$239K Buy
2021
Q3
$205K Buy