Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$558K Buy
2025
Q2
$394K Buy
2025
Q1
Sell
2024
Q4
$222K Buy
2022
Q2
Sell
2022
Q1
$486K Buy
2021
Q4
$623K Sell
2021
Q3
$554K Buy
2021
Q2
$595K Sell
2021
Q1
$610K Buy
2020
Q4
$368K Buy
2020
Q3
$266K Buy