Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$200K Buy
2024
Q3
Sell
2024
Q2
$744K Buy
2024
Q1
$523K Buy
2021
Q3
Sell
2021
Q2
$631K Buy
2021
Q1
Sell
2020
Q4
$226K Buy