Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$855K Buy
2023
Q2
Sell
2023
Q1
$258K Sell
2022
Q4
$287K Buy
2022
Q3
Sell
2022
Q2
$251K Sell
2022
Q1
$354K Sell
2021
Q4
$482K Buy