Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$982K Buy
2025
Q1
Sell
2024
Q4
$459K Sell
2024
Q3
$701K Buy
2024
Q2
$227K Buy
2024
Q1
Sell
2023
Q4
$484K Buy
2023
Q3
Sell
2023
Q2
$140K Sell
2023
Q1
$680K Buy
2022
Q4
$286K Buy
2022
Q3
$112K Sell
2022
Q2
$380K Buy
2022
Q1
$448K Buy
2021
Q3
Sell
2021
Q2
$468K Buy