Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$875K Buy
2024
Q1
Sell
2023
Q4
$1.06M Buy
2023
Q3
$901K Buy
2023
Q2
Sell
2023
Q1
$455K Buy
2022
Q4
Sell
2022
Q3
$478K Buy
2022
Q1
Sell
2021
Q4
$710K Buy
2021
Q3
Sell
2021
Q2
$277K Buy