Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$520K Sell
2025
Q1
$430K Buy
2024
Q4
$343K Buy
2024
Q2
Sell
2024
Q1
$288K Buy
2022
Q1
Sell
2021
Q4
$248K Buy
2021
Q3
$231K Buy
2021
Q2
$203K Buy