Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$786K Buy
2024
Q3
Sell
2024
Q2
$701K Buy
2024
Q1
$742K Sell
2023
Q4
$638K Sell
2023
Q3
$583K Sell
2023
Q2
$872K Sell
2023
Q1
$667K Buy
2022
Q4
$691K Buy