Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$429K Sell
2025
Q2
$374K Sell
2025
Q1
$328K Buy
2023
Q2
Sell
2023
Q1
$438K Sell
2022
Q4
$869K Sell
2022
Q3
$712K Buy
2022
Q2
$475 Sell
2022
Q1
$624K Sell
2021
Q4
$683K Buy