Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$662K Buy
2025
Q2
$581K Buy
2025
Q1
$394K Sell
2024
Q4
$387K Buy
2024
Q3
$334K Buy
2024
Q2
$215K Buy
2023
Q1
Sell
2022
Q4
$369K Buy
2022
Q2
Sell
2022
Q1
$228K Buy
2021
Q4
$250K Buy