Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$669K Buy
2024
Q4
Sell
2024
Q3
$353K Sell
2024
Q2
$421K Buy
2024
Q1
Sell
2023
Q4
$354K Buy
2022
Q3
Sell
2022
Q2
$288K Buy
2022
Q1
$310K Buy
2021
Q4
Sell
2021
Q3
$348K Sell
2021
Q2
$546K Buy