Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$573K Buy
2025
Q2
$376K Sell
2025
Q1
$458K Sell
2024
Q4
$713K Buy
2024
Q3
$437K Buy
2023
Q4
Sell
2023
Q3
$474K Buy
2023
Q2
$282K Buy
2022
Q4
Sell
2022
Q3
$471K Buy
2022
Q2
$358K Buy
2022
Q1
$518K Buy