Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$566K Buy
2023
Q1
Sell
2022
Q4
$307K Buy
2022
Q3
$290K Sell
2022
Q2
$663K Buy
2022
Q1
$634K Buy
2021
Q4
$678K Buy
2021
Q3
$882K Buy
2021
Q2
$774K Buy
2021
Q1
$534K Buy
2020
Q2
Sell
2020
Q1
$200K Buy