Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$754K Buy
2025
Q2
$804K Buy
2024
Q2
Sell
2024
Q1
$470K Buy
2023
Q4
$302K Buy
2022
Q2
Sell
2022
Q1
$443K Buy
2021
Q4
$238K Buy