Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$312K Buy
2022
Q4
Sell
2022
Q3
$491K Buy
2022
Q2
$642K Hold
2022
Q1
$800K Sell
2021
Q4
$1.02M Buy
2021
Q3
$953K Sell
2021
Q2
$1.15M Buy
2021
Q1
$666K Buy