Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$434K Buy
2025
Q2
$409K Sell
2025
Q1
$497K Sell
2024
Q4
$571K Buy
2022
Q3
$412K Buy
2022
Q2
$435K Sell
2022
Q1
$409K Buy
2021
Q4
$382K Buy