Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$578K Buy
2025
Q2
$489K Buy
2025
Q1
$438K Buy
2024
Q4
$396K Buy
2024
Q3
$204K Buy
2024
Q2
Sell
2024
Q1
$203K Buy
2023
Q3
Sell
2023
Q2
$222K Sell
2023
Q1
$219K Buy
2022
Q1
Sell
2021
Q4
$268K Buy
2021
Q3
$244K Sell
2021
Q2
$282K Buy