Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$660K Buy
2025
Q2
$423K Buy
2025
Q1
$190K Sell
2024
Q4
$213K Buy
2022
Q4
Sell
2022
Q3
$1.23M Buy
2019
Q3
Sell
2019
Q2
$2K Buy