Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$621K Buy
2025
Q2
$123K Buy
2025
Q1
$146K Buy
2024
Q4
$162K Sell
2024
Q3
$211K Buy
2024
Q2
$182K Buy
2024
Q1
$196K Buy
2023
Q2
Sell
2023
Q1
$322K Sell
2022
Q4
$451K Sell
2022
Q3
$604K Buy
2021
Q1
Sell
2020
Q4
$287K Buy