Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$559K Buy
2025
Q2
$491K Buy
2024
Q4
$508K Buy
2024
Q3
$290K Buy
2022
Q3
Sell
2022
Q2
$323K Sell
2022
Q1
$460K Sell
2021
Q4
$1.3M Buy