Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$761K Buy
2025
Q2
Sell
2025
Q1
$780K Sell
2024
Q4
$782K Sell
2024
Q3
$793K Buy
2024
Q2
$722K Buy
2024
Q1
$631K Buy
2023
Q3
$552K Sell
2023
Q2
$706K Sell
2023
Q1
$658K Buy
2022
Q4
Sell
2022
Q3
$634K Sell
2022
Q2
$714K Buy
2021
Q4
$625K Buy