Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Buy
2024
Q3
Sell
2024
Q2
$652K Buy
2024
Q1
Sell
2023
Q4
$372K Buy
2023
Q3
$311K Sell
2023
Q2
$761K Buy
2022
Q3
Sell
2022
Q2
$238K Buy
2021
Q4
Sell
2021
Q3
$237K Sell
2021
Q2
$302K Buy