Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$448K Buy
2025
Q2
$394K Sell
2025
Q1
$391K Buy
2024
Q4
$290K Sell
2024
Q3
$324K Buy
2024
Q2
$202K Sell
2024
Q1
$284K Buy
2022
Q1
Sell
2021
Q4
$373K Buy
2021
Q3
$363K Sell
2021
Q2
$421K Buy