Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$652K Buy
2025
Q2
$621K Buy
2025
Q1
$440K Buy
2024
Q4
$316K Sell
2024
Q3
$439K Buy
2024
Q2
$361K Buy
2024
Q1
$377K Buy
2023
Q4
$287K Sell
2023
Q3
$219K Buy
2022
Q1
Sell
2021
Q4
$253K Buy