Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$448K Sell
2025
Q2
$787K Sell
2025
Q1
$672K Sell
2024
Q4
$611K Buy
2024
Q3
$490K Buy
2022
Q2
Sell
2022
Q1
$636K Sell
2021
Q4
$671K Sell
2021
Q3
$740K Buy