Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Buy
2023
Q3
Sell
2023
Q2
$320K Buy
2023
Q1
$313K Buy
2022
Q4
$336K Buy
2022
Q3
$283K Buy
2022
Q2
$323K Buy
2022
Q1
$297K Sell
2021
Q4
$425K Sell
2021
Q3
$512K Sell
2021
Q2
$725K Sell
2021
Q1
$718K Buy