Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$674K Buy
2024
Q1
Sell
2023
Q4
$515K Buy
2023
Q3
$410K Buy
2023
Q2
Sell
2023
Q1
$455K Sell
2022
Q4
$677K Buy
2022
Q3
$261K Sell
2022
Q2
$463K Buy
2022
Q1
$542K Buy
2021
Q4
$452K Buy