Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$861K Buy
2024
Q1
Sell
2023
Q4
$832K Buy
2023
Q3
Sell
2023
Q2
$534K Buy
2023
Q1
$385K Sell
2022
Q4
$888K Buy
2022
Q3
$368K Sell
2022
Q2
$1.18M Buy
2022
Q1
$230K Buy
2021
Q2
Sell
2021
Q1
$374K Buy