Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$544K Buy
2025
Q2
$533K Sell
2025
Q1
$520K Buy
2024
Q4
$359K Buy
2024
Q3
$257K Buy
2023
Q1
Sell
2022
Q4
$233K Buy
2022
Q3
$200K Buy
2022
Q2
$231K Buy
2022
Q1
$259K Buy