Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$489K Buy
2024
Q1
Sell
2023
Q4
$593K Buy
2023
Q3
Sell
2023
Q2
$662K Buy
2023
Q1
Sell
2022
Q4
$386K Buy
2022
Q3
$291K Buy
2022
Q1
Sell
2021
Q4
$453K Buy