Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$320K Buy
2025
Q2
$323K Buy
2025
Q1
$285K Buy
2024
Q4
$272K Sell
2024
Q3
$251K Sell
2024
Q2
$301K Buy
2024
Q1
$314K Buy
2023
Q4
$315K Buy
2022
Q4
$272K Sell
2022
Q3
$244K Sell
2022
Q2
$273K Sell
2022
Q1
$413K Buy
2021
Q4
$352K Buy