Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$585K Buy
2025
Q2
$586K Buy
2025
Q1
$481K Buy
2022
Q2
Sell
2022
Q1
$234K Sell
2021
Q4
$301K Buy
2021
Q3
$374K Buy