Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$542K Sell
2025
Q2
$580K Buy
2025
Q1
$548K Buy
2024
Q4
$427K Buy
2024
Q3
$449K Buy
2024
Q2
$15.3K Sell
2024
Q1
$376K Buy
2023
Q4
$32.8K Buy
2023
Q3
$14K Buy
2020
Q3
$24K Buy