Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$677K Buy
2025
Q2
$497K Buy
2025
Q1
$438K Buy
2024
Q4
$224K Buy
2024
Q3
Sell
2024
Q2
$264K Sell
2024
Q1
$656K Sell
2023
Q4
$727K Buy
2023
Q3
$381K Buy
2023
Q2
$256K Sell
2023
Q1
$234K Buy
2022
Q4
$240K Buy
2022
Q3
$283K Buy
2022
Q2
$238K Buy
2022
Q1
$430K Buy