Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$353K Buy
2025
Q2
$352K Sell
2025
Q1
$390K Buy
2024
Q4
$308K Buy
2024
Q1
Sell
2023
Q4
$999K Sell
2023
Q3
$931K Buy
2023
Q2
$726K Buy
2023
Q1
$793K Buy
2022
Q4
$720K Buy
2022
Q3
$519K Buy
2022
Q2
$584K Buy