Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$490K Buy
2024
Q4
Sell
2024
Q3
$413K Sell
2024
Q2
$455K Buy
2024
Q1
$330K Buy
2023
Q4
Sell
2023
Q3
$596K Buy
2023
Q2
Sell
2023
Q1
$868K Buy
2022
Q4
Sell
2022
Q3
$249K Sell
2022
Q2
$564K Buy
2022
Q1
$486K Buy
2021
Q4
$378K Buy