Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$642K Buy
2025
Q2
$631K Buy
2025
Q1
$466K Buy
2024
Q4
$516K Buy
2024
Q3
$211K Buy
2022
Q2
Sell
2022
Q1
$235K Sell
2021
Q4
$447K Sell
2021
Q3
$593K Sell
2021
Q2
$518K Buy