Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$584K Buy
2022
Q3
$552K Sell
2022
Q2
$691K Sell
2022
Q1
$769K Buy
2021
Q4
$958K Hold
2021
Q3
$762K Buy
2021
Q2
$707K Buy