Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$899K Buy
2024
Q4
Sell
2024
Q3
$671K Buy
2024
Q2
$576K Buy
2024
Q1
$490K Buy
2023
Q4
$526K Buy
2023
Q3
$379K Buy
2023
Q2
$318K Buy
2023
Q1
Sell
2022
Q4
$230K Sell
2022
Q3
$321K Buy
2022
Q2
Sell
2022
Q1
$403K Buy
2021
Q4
$391K Buy
2021
Q3
$272K Buy
2021
Q2
$225K Buy