Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$615K Buy
2025
Q2
Sell
2025
Q1
$493K Sell
2024
Q4
$495K Sell
2024
Q3
$537K Sell
2024
Q2
$571K Buy
2023
Q3
$471K Buy
2023
Q2
Sell
2023
Q1
$403K Buy
2022
Q4
Sell
2022
Q3
$368K Buy
2022
Q2
$357K Buy