Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$767K Buy
2024
Q4
Sell
2024
Q3
$297K Sell
2024
Q2
$652K Buy
2024
Q1
$261K Buy
2023
Q4
$293K Sell
2023
Q3
$465K Buy
2023
Q2
$425K Buy
2023
Q1
$207K Buy
2022
Q1
Sell
2021
Q4
$256K Buy
2021
Q2
Sell
2021
Q1
$236K Buy