Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$517K Sell
2025
Q2
$551K Sell
2025
Q1
$848K Buy
2024
Q4
$390K Buy
2024
Q3
$119K Sell
2024
Q2
$228K Buy
2021
Q1
Sell
2020
Q4
$244K Buy