Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$235K Sell
2025
Q2
$725K Buy
2025
Q1
Sell
2024
Q4
$167K Sell
2024
Q3
$287K Sell
2024
Q2
$697K Buy
2023
Q3
Sell
2023
Q2
$296K Buy
2021
Q4
Sell
2021
Q3
$243K Buy