Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$488K Buy
2025
Q1
$527K Buy
2024
Q4
$431K Sell
2024
Q3
$540K Sell
2024
Q2
$663K Buy
2024
Q1
$495K Buy
2023
Q4
$436K Buy
2023
Q3
$433K Sell
2023
Q2
$459K Sell
2023
Q1
$465K Buy
2022
Q4
$441K Buy