Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$644K Buy
2025
Q2
$490K Buy
2025
Q1
$333K Buy
2024
Q4
Sell
2024
Q3
$274K Buy
2024
Q1
Sell
2023
Q4
$205K Buy
2023
Q2
Sell
2023
Q1
$307K Sell
2022
Q4
$341K Buy
2022
Q3
$256K Buy
2021
Q1
Sell
2020
Q4
$271K Buy
2020
Q3
Sell
2020
Q2
$257K Sell
2020
Q1
$217K Buy