Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Buy
2022
Q4
Sell
2022
Q3
$380K Sell
2022
Q2
$702K Sell
2022
Q1
$906K Buy
2021
Q2
Sell
2021
Q1
$206K Buy