Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$537K Buy
2025
Q2
$482K Buy
2025
Q1
$234K Buy
2023
Q4
Sell
2023
Q3
$371K Buy
2023
Q2
Sell
2023
Q1
$498K Buy
2022
Q4
$238K Buy
2022
Q2
Sell
2022
Q1
$342K Buy
2017
Q3
Sell
2017
Q2
$238K Buy