Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$789K Buy
2025
Q2
$531K Buy
2025
Q1
$414K Buy
2024
Q4
$558K Buy
2024
Q3
$272K Buy
2024
Q1
Sell
2023
Q4
$349K Buy
2022
Q2
Sell
2022
Q1
$113K Hold
2021
Q4
$111K Buy