Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$287K Buy
2024
Q1
Sell
2023
Q4
$206K Sell
2023
Q3
$231K Sell
2023
Q2
$260K Sell
2023
Q1
$398K Sell
2022
Q4
$572K Sell
2022
Q3
$514K Buy
2022
Q2
$279K Sell
2022
Q1
$373K Sell
2021
Q4
$826K Sell
2021
Q3
$536K Sell
2021
Q2
$643K Buy