Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$991K Buy
2025
Q2
$821K Buy
2025
Q1
$428K Buy
2024
Q4
$245K Buy
2024
Q3
$132K Sell
2024
Q2
$133K Buy
2023
Q3
Sell
2023
Q2
$188K Buy
2023
Q1
$194K Sell
2022
Q4
$433K Buy
2022
Q3
$339K Buy
2022
Q2
$332K Sell
2022
Q1
$723K Sell
2021
Q4
$739K Buy
2021
Q3
$450K Buy