Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$557K Buy
2025
Q2
$477K Buy
2024
Q3
Sell
2024
Q2
$87.7K Buy
2022
Q3
Sell
2022
Q2
$963K Buy
2022
Q1
$648K Buy
2021
Q4
$647K Buy
2021
Q3
$454K Buy
2021
Q2
$473K Sell
2021
Q1
$519K Sell
2020
Q4
$412K Buy