Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$857K Buy
2025
Q1
$746K Sell
2024
Q4
$875K Buy
2024
Q3
$777K Sell
2024
Q2
$808K Sell
2024
Q1
$916K Sell
2023
Q4
$976K Buy
2023
Q3
$390K Buy
2023
Q2
$366K Buy
2023
Q1
$315K Buy
2020
Q4
Sell
2020
Q3
$205K Buy