Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$234K Sell
2025
Q2
$511K Buy
2023
Q2
Sell
2023
Q1
$24.8K Sell
2022
Q4
$30K Sell
2022
Q3
$33K Sell
2022
Q2
$92K Sell
2022
Q1
$159K Sell
2021
Q4
$180K Sell
2021
Q3
$362K Sell
2021
Q2
$686K Sell
2021
Q1
$958K Buy