Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$528K Buy
2025
Q2
$313K Buy
2025
Q1
$245K Buy
2024
Q4
$291K Buy
2024
Q3
$230K Buy
2024
Q2
Sell
2024
Q1
$209K Sell
2023
Q4
$367K Sell
2023
Q3
$341K Sell
2023
Q2
$1.22M Buy
2022
Q4
$497K Buy
2022
Q3
$290K Sell
2022
Q2
$423K Buy
2022
Q1
$518K Buy
2021
Q4
$526K Buy