Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$626K Buy
2022
Q3
Sell
2022
Q2
$544K Buy
2022
Q1
Sell
2021
Q4
$346K Sell
2021
Q3
$655K Buy
2021
Q2
$485K Buy