Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Sell
2025
Q2
$717K Buy
2024
Q4
Sell
2024
Q3
$373K Buy
2021
Q4
Sell
2021
Q3
$261K Buy
2021
Q1
Sell
2020
Q4
$725K Buy