Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$399K Buy
2025
Q2
$406K Sell
2025
Q1
$394K Buy
2024
Q4
$313K Sell
2024
Q3
$281K Buy
2024
Q2
$227K Buy
2024
Q1
$230K Buy
2023
Q4
$223K Sell
2023
Q3
$215K Buy
2022
Q1
Sell
2021
Q4
$228K Buy