Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$407K Sell
2025
Q2
$406K Buy
2023
Q3
Sell
2023
Q2
$237K Sell
2023
Q1
$565K Sell
2022
Q4
$477K Sell
2022
Q3
$685K Sell
2022
Q2
$777K Sell
2022
Q1
$1.14M Buy
2021
Q4
$544K Buy
2021
Q3
$377K Sell
2021
Q2
$459K Buy