Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$342K Buy
2025
Q2
$306K Sell
2025
Q1
$332K Buy
2023
Q3
Sell
2023
Q2
$389K Sell
2023
Q1
$423K Buy
2022
Q4
$368K Buy
2022
Q3
$311K Buy
2022
Q2
$366K Buy
2022
Q1
$478K Buy
2021
Q4
$569K Buy