Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$651K Buy
2023
Q3
Sell
2023
Q2
$181K Sell
2023
Q1
$585K Sell
2022
Q4
$496K Sell
2022
Q3
$815K Sell
2022
Q2
$1.12M Sell
2022
Q1
$1.83M Sell
2021
Q4
$2.55M Buy