Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$633K Buy
2025
Q2
$481K Buy
2025
Q1
$201K Buy
2024
Q4
Sell
2024
Q3
$32.5K Sell
2024
Q2
$241K Buy
2022
Q1
Sell
2021
Q4
$963K Sell
2021
Q3
$765K Sell
2021
Q2
$887K Buy
2021
Q1
$540K Buy