Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$601K Sell
2025
Q1
$545K Sell
2024
Q4
$614K Buy
2024
Q3
$574K Sell
2024
Q2
$659K Buy
2024
Q1
$640K Buy
2023
Q4
$638K Sell
2023
Q3
$527K Sell
2023
Q2
$591K Buy
2023
Q1
$403K Buy
2022
Q1
Sell
2021
Q4
$209K Buy