Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$529K Buy
2025
Q2
$256K Buy
2025
Q1
Sell
2024
Q4
$315K Buy
2024
Q3
$316K Buy
2024
Q2
$279K Sell
2024
Q1
$582K Sell
2023
Q4
$783K Buy
2023
Q3
$479K Buy
2023
Q2
$543K Sell
2023
Q1
$637K Sell
2022
Q4
$739K Buy
2022
Q3
Sell
2022
Q2
$205K Buy
2022
Q1
Sell
2021
Q4
$215K Buy