Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$596K Buy
2023
Q3
Sell
2023
Q2
$503K Sell
2023
Q1
$563K Sell
2022
Q4
$581K Sell
2022
Q3
$635K Sell
2022
Q2
$797K Sell
2022
Q1
$1.64M Sell
2021
Q4
$4.48M Buy
2021
Q3
Sell
2021
Q2
$2.43M Sell
2021
Q1
$2.98M Buy