Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$306K Sell
2025
Q1
$592K Buy
2022
Q2
Sell
2022
Q1
$299K Buy
2021
Q4
Sell
2021
Q3
$251K Buy