Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$527K Sell
2025
Q2
$415K Buy
2024
Q4
$383K Buy
2024
Q3
Sell
2024
Q2
$423K Buy
2024
Q1
Sell
2023
Q4
$211K Buy
2022
Q3
Sell
2022
Q2
$215K Buy
2022
Q1
Sell
2021
Q4
$27K Buy