Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$543K Buy
2023
Q1
Sell
2022
Q4
$568K Buy
2022
Q3
$684K Buy
2022
Q2
$301K Buy
2022
Q1
$442K Buy
2021
Q4
$429K Buy
2021
Q3
$293K Buy