Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$504K Buy
2025
Q2
$441K Buy
2025
Q1
$342K Buy
2024
Q4
$309K Buy
2024
Q3
$342K Hold
2024
Q2
$344K Hold
2024
Q1
$328K Sell
2023
Q4
$302K Buy
2023
Q3
Sell
2023
Q2
$227K Buy
2022
Q1
Sell
2021
Q4
$224K Sell
2021
Q3
$322K Buy