Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$723K Buy
2025
Q1
Sell
2024
Q4
$457K Buy
2024
Q3
Sell
2024
Q2
$588K Buy
2023
Q4
Sell
2023
Q3
$316K Buy
2023
Q1
Sell
2022
Q4
$888K Buy
2022
Q3
$416K Buy
2022
Q1
Sell
2021
Q4
$212K Sell
2021
Q3
$213K Buy
2020
Q2
Sell
2020
Q1
$106K Buy