Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$306K Sell
2025
Q1
$332K Buy
2024
Q1
Sell
2023
Q4
$280K Buy
2022
Q3
Sell
2022
Q2
$610K Buy