Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Sell
2025
Q2
$495K Buy
2024
Q4
Sell
2024
Q3
$549K Sell
2024
Q2
$641K Sell
2024
Q1
$878K Buy
2023
Q4
Sell
2023
Q3
$835K Buy
2022
Q4
Sell
2022
Q3
$1.01M Buy
2022
Q2
$964K Buy