Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Buy
2025
Q2
Sell
2025
Q1
$312K Sell
2024
Q4
$577K Sell
2024
Q3
$718K Sell
2024
Q2
$675K Sell
2024
Q1
$789K Buy
2023
Q3
$854K Sell
2023
Q2
$807K Buy
2023
Q1
$727K Buy
2022
Q4
Sell
2022
Q3
$589K Buy
2022
Q2
$771K Buy
2021
Q4
$830K Buy