Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$582K Buy
2025
Q2
$518K Sell
2025
Q1
$534K Buy
2024
Q4
$453K Buy
2024
Q3
$204K Buy
2023
Q1
Sell
2022
Q4
$302K Sell
2022
Q3
$259K Buy
2022
Q2
Sell
2022
Q1
$456K Buy
2021
Q4
$462K Buy