Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$763K Buy
2025
Q2
$540K Sell
2025
Q1
$695K Buy
2024
Q4
$433K Buy
2024
Q3
$476K Buy
2024
Q2
$450K Sell
2024
Q1
$480K Buy
2023
Q4
$324K Buy
2023
Q3
$233K Buy
2020
Q3
Sell
2020
Q2
$49K Buy
2020
Q1
$32K Buy
2019
Q4
$21K Buy