Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$698K Buy
2025
Q2
$308K Buy
2024
Q3
Sell
2024
Q2
$406K Buy
2024
Q1
Sell
2023
Q4
$341K Sell
2023
Q3
$786K Buy
2023
Q2
$278K Sell
2023
Q1
$263K Buy
2022
Q4
$232K Sell
2022
Q3
$305K Sell
2022
Q2
$858K Buy
2022
Q1
$615K Buy
2021
Q4
$580K Buy
2021
Q3
Sell
2021
Q2
$214K Buy
2018
Q4
Sell
2018
Q3
$451K Buy