Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$559K Buy
2025
Q2
$403K Buy
2025
Q1
Sell
2024
Q4
$214K Buy
2022
Q2
Sell
2022
Q1
$201K Sell
2021
Q4
$310K Sell
2021
Q3
$278K Buy