Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$843K Sell
2025
Q2
$880K Sell
2025
Q1
$433K Buy
2024
Q4
$623K Buy
2024
Q3
$16K Buy
2022
Q1
Sell
2021
Q4
$10K Hold
2021
Q3
$9K Sell
2021
Q2
$50K Buy