Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$566K Buy
2024
Q2
Sell
2024
Q1
$836K Sell
2023
Q4
$862K Buy
2023
Q3
$664K Buy
2023
Q2
$520K Buy
2022
Q3
Sell
2022
Q2
$476K Buy
2021
Q4
Sell
2021
Q3
$323K Buy