Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$350K Buy
2025
Q2
$302K Buy
2023
Q4
Sell
2023
Q3
$304K Buy
2023
Q2
$273K Buy
2023
Q1
$268K Sell
2022
Q4
$315K Sell
2022
Q3
$297K Sell
2022
Q2
$352K Buy
2022
Q1
$405K Buy
2021
Q4
$482K Buy
2021
Q3
$476K Buy
2021
Q2
$499 Buy