Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$861K Sell
2025
Q1
$656K Buy
2024
Q4
$602K Sell
2024
Q3
$644K Sell
2024
Q2
$799K Buy
2024
Q1
$470K Buy
2020
Q3
$227K Buy