Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$695K Buy
2025
Q2
$616K Buy
2025
Q1
$353K Sell
2024
Q4
$367K Buy
2024
Q3
$271K Sell
2024
Q2
$274K Buy
2024
Q1
$279K Buy
2023
Q2
Sell
2023
Q1
$217K Buy
2021
Q2
Sell
2021
Q1
$960K Buy