Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$275K Buy
2025
Q1
Sell
2024
Q4
$550K Buy
2024
Q3
Sell
2024
Q2
$726K Buy
2023
Q2
Sell
2023
Q1
$1.61M Buy
2021
Q2
Sell
2021
Q1
$2.04M Buy